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THU 24 SEPT 2026 · 84 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, 10 February 2023

11 pieces
Sar Haribhakti
Exploring the world of B2B payments and Stripe's SaaS survey
Memory Leak
Memory Leak — #16
Peter G Schmidt · Peter G Schmidt
Models-as-a-Service
Alex Lazerow · Alex Lazarow
Where embedded fintech works: three models that are growing fast
Clouded Judgement · Jamin Ball
Clouded Judgement 2.10.23
My Climate Journey · Jason Jacobs
Our Investment in Mill
Not Boring · Packy McCormick
Weekly Dose of Optimism #29
BIG by Matt Stoller · Matt Stoller
Bill Clinton Has Left the Building
BIG by Matt Stoller · Matt Stoller
Is the Microsoft-Activision Merger Falling Apart?
Retail Is Alive · Rebekah Kondrat
Retail Is (Still) Alive—and I'm back!
Tomasz Tunguz · Tomasz Tunguz
Venture Capital, Withering & Dying

Thursday, 9 February 2023

24 pieces
Collaborative Fund
Risk and Regret
Loup Ventures
Redwood Materials Adds DOE Loan to Accelerate Growth
A Wealth of Common Sense · Ben Carlson
Deconstructing 10, 20 & 30 Year Stock Market Returns
Pirate Wires · Mike Solana
Tweets From The Recent Explosion In AI That Make A Good Point
Notorious PLG · Zach DeWitt
NPLG 2.9.23: Developer-First PLG (Stytch)
Collaborative Fund
My Most Valuable Season
Spencer Peterson · Spencer Peterson
Aperture
Base10 Partners
Digital Meets Physical: How 3D is transforming the retail industry
My Climate Journey · Jason Jacobs
Founder’s Story: Peter Reinhardt, Charm Industrial
Chris Harvey
#25 Episode - Three Shifts in AI
Patent Drop
PATENT DROP: Don’t change the subject
A16Z Home Feed
Welcoming the Talent x Opportunity Spring ‘23 Cohort
The Rebooting
Chaotic energy
Late Checkout · Greg Isenberg
Community = culture
Ian's Blog: Nominal Returns · Ian Gutterman
My Life Story Told Through Super Bowls
David Paul · David Paul
Josh Wagner of In Revenue Capital on Selling Software in 2023 and the Emergence of Partner Led Growth
Equal Ventures
Next Generation Conglomerates
OpenView Partners
The 3-Part Marketing Attribution Framework All PLG Companies Need
Dawn Capital
Demystifying unit economics: A deep dive into using UE as an effective tool, Part 2
All Raise
Getting to Partner: One Woman’s VC Journey
A16Z Home Feed
Investing in Marker Learning
The Micromobility Newsletter · Team M
🏍 Honda Dusts Off Some Classics for Gen Z
Charles Hudson
Tips for Talking to Your Investors about Bridges and Extensions
Pirate Wires · Mike Solana
Operation Choke Point 2.0 Is Underway, And Crypto Is In Its Crosshairs

Wednesday, 8 February 2023

5 pieces
All Raise
test
Abhishek Maran · Abhishek Maran
The Battle for Royalties: Blur vs. OpenSea
Abhishek Maran · Abhishek Maran
The Battle for Royalties: Blur vs. OpenSea
Sapphire Ventures Perspectives
AI: Paving the Future of Digital Healthcare
Equal Ventures
Next Generation Conglomerates: A Playbook for Digital Disruption
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