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FRI 25 SEPT 2026 · 69 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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Tuesday, 7 February 2023

10 pieces
Hunter Walk
Some of the Best Founders Are “Difficult” People
Not Boring · Packy McCormick
Startup Prophecies
OpenView Partners
DEI in VC: 5 Lessons on Fundraising from Black Women Founders
Nongaap Investing · Mike
[Premium QN] Payoff in 30 Calendar-Days
Nongaap Investing · Mike
[Premium QN] Payoff in 30 Calendar-Days
Arpitrage · Arpit Gupta
The Newer Geography of Jobs
David Paul · David Paul
Why I Partnered with In Revenue Capital
Pirate Wires · Mike Solana
THE TUESDAY REPORT: Sex and Robots
Startup Hacks · Alex Iskold
18 Mistakes Founders Make When Pitching Pre-Seed to VCs
Pirate Wires · Mike Solana
How To 'Jailbreak' ChatGPT With The DAN 5.0 Prompt

Monday, 6 February 2023

26 pieces
Tanay's Newsletter · Tanay Jaipuria
Big Tech and Generative AI
Building Rome(s) · Aadil Maan
Technical Program Managers don’t implement SCRUM
Battery Ventures
Enterprise Innovation in 2023 & Beyond: What’s Next
Frankly Speaking · Frank Wang
Frankly Speaking - Why Rapid7 should be bought
Joe Lonsdale
Three Cheers for (UF) President Sasse
Reforge
Forget Scrum Masters. Focus on Outcomes.
Memory Leak
Foundational Model Orchestration (FOMO) — A Primer
Craft Ventures
Efficiency as the Primary Operating Principle
Arda Capital · Arda Capital
Press Release Season, OpenAI and the Google Question
Munich Re Ventures
Making Sense of Data Chaos — Sentra’s DSPM Solution
My Climate Journey · Jason Jacobs
Everything You Need to Know About Lithium
Terra Nova
CapitalG’s Jill Chase: Investing In and Navigating the Complexities of the AI/ML Ecosystem
Patent Drop
PATENT DROP: The Driverless Race
Level Ventures
The Outperformance of Early-Stage Specialist Firms: A Data-driven Analysis
OpenVC.app
How to raise funds under Section 4(a)(2)
Cowboy Ventures
Making Money from Open Source
Radical VC
Radical Reads: What Turing Taught Us
Saastr
What Happens When You Hire the Wrong VP
Stratechery
The Four Horsemen of the Tech Recession
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Prophet of Capital Preservation
From Cell to System · Morgan Cheatham
Chapter Three: Reductions in Force (RIF)
Heartcore
💫 Heartcore Insights
David Paul · David Paul
Why We Invested in Statera
Akash Bajwa
Segmentation and ICP: Merits of Focus
Race Capital
10 Lessons Learned from Founder-Led Sales for Startups
Tomasz Tunguz · Tomasz Tunguz
The Compounding Advantage of a Big Chip Stack in a Downturn

Sunday, 5 February 2023

4 pieces
Elaine Zelby
3 Things: AI Turbotax, Personalized Exec Daily Briefing, Montessori for Adults
Crypthechie · Nakul Gupta
Drop #3: Subquery, Buk and Chainstarters
Venture Prose
Exploite tes peurs
Nathan Benaich · Nathan Benaich
🔥 Your guide to AI: February 2023
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