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THU 24 SEPT 2026 · 85 new pieces this week

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Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…
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Friday, 17 February 2023

16 pieces
Movements · Adam Feldman
E-bikes: It's time to adopt two wheels to fight climate change | February 17, 2023
Arda Capital · Arda Capital
Press Release Season, OpenAI and the Google Question
Balderton
On-demand flexibility with Brigad
Net Interest · Marc Rubinstein
Worldpay Reborn
Memory Leak
Memory Leak — #17
Trace Cohen
What is angel/VC do diligence!? It’s not magic…
Battery Ventures
Streamsets, an enterprise-grade provider of data integration for modern analysis.
Battery Ventures
SPT Labtech, a provider of instrumentation and tools to facilitate life-science research
Clouded Judgement · Jamin Ball
Clouded Judgement 2.17.23
Not Boring · Packy McCormick
Weekly Dose of Optimism #30
Ada Ventures
Taking parental leave as a founder: what we learned at Ada and how to set you and your team up for…
Sar Haribhakti
Empowering millions of deskless frontline workers in America
Pirate Wires · Mike Solana
Milk Wars
Deconstructor of Fun
The Real Danger of the Microsoft's Activision Deal
The Micromobility Newsletter · Team M
🎟 Prices Double at Midnight
Earlybird's Insights
Why poor quality is a risk for manufacturing companies and needs to be fixed — our hypothesis on…

Thursday, 16 February 2023

24 pieces
Pirate Wires · Mike Solana
The New York Times Turns Its Back On The Far Left
Guy Turner
Trickle down valuations
Charles Hudson
Why Principles Are More Important Than Rules In Times Of Great Uncertainty
Notorious PLG · Zach DeWitt
NPLG 2.16.23: How to Crack the Enteprise w/ PLG (Macro)
Redpoint Ventures
Coming soon...
David Teten
SPV Fund Administration Vendor Reviews and Comparison
Spencer Peterson · Spencer Peterson
Escape the Spreadsheet
Munich Re Ventures
Modern Families Need Modern Life Insurance: Dayforward Expands Across the US
Pirate Wires · Mike Solana
The New York Times Response To The GLAAD Trans Letter
Pirate Wires · Mike Solana
America Can't Decide What An Adult Is
Elad Gil
Defensibility & Competition
Patent Drop
PATENT DROP: Uber’s evidence locker
The Rebooting
Chatting
IVP
Humu: Humu is now on Google Cloud Marketplace: Making it easier to make work better
IVP
Veriff: Veriff continues global partner network expansion with key fintech, mobility, gaming, and fraud wins
IVP
Indiegogo: Empowering Women Entrepreneurs: DOVE® Chocolate and Indiegogo Collaborate to Close the Funding Gap
Chris Harvey
#26 Episode - The Three-Body Problem in VC
Red River West
The Exploration Company to the moon! (and around it, and back to earth too and maybe to Mars…?)
Late Checkout · Greg Isenberg
How to Build Adventurous Products People Love
Arif Janmohamed
A New Force: Alex Kayyal Joins the Lightspeed Enterprise Team
My Climate Journey · Jason Jacobs
Mining for Metals in the Deep Sea
Ian's Blog: Nominal Returns · Ian Gutterman
The Proper Way To Conduct Share Repurchase
USV
Building Out the Climate Capital Stack: The Opportunity for Pilot/FOAK and Series B Funds
OpenView Partners
The Right Problem, The Wrong Way To Fix It: Five Lessons On Building A Company From Founder Jason Ray
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