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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, 3 February 2023

4 pieces
Loup Ventures
Apple’s Results Foretell Sunnier Environment Will Return
BIG by Matt Stoller · Matt Stoller
A Pyrrhic Victory for Meta Over the FTC?
A16Z Home Feed
Symbolic testing with Halmos: Leveraging existing tests for formal verification
Tomasz Tunguz · Tomasz Tunguz
Predicting Cloud Growth Rates for 2023

Thursday, 2 February 2023

34 pieces
Venture Unlocked · Samir Kaji
Eddy Chan of Intudo Ventures on building a hyper-local venture strategy for Indonesia
Bullpen Capital
Despite Uncertain Times, Bullpen Raises New Fund
A Wealth of Common Sense · Ben Carlson
Should You Protect Your Portfolio Against a Possible U.S. Debt Default?
My Climate Journey · Jason Jacobs
A Nuanced Discussion About Groundwater
Notorious PLG · Zach DeWitt
NPLG 2.2.23: PLG + LLMs
Greylock News
Starting Points
Equal Ventures
Not Just Investors, But Product Owners
Equal Ventures
Not Just Investors, But Product Owners
Patent Drop
PATENT DROP: Watch your tone around Alexa
Late Checkout · Greg Isenberg
Creator Spotlight: Doug DeMuro
Alpaca VC
Field Study: Global Supply Chains — Part 5 (CONCLUSION)
The Rebooting
Leverage
Newcomer · Eric Newcomer
Founders, Please Submit Your Founder's Choice VC Rankings
Saastr
A Great VP of Sales Isn’t Great at Everything
Peter G Schmidt · Peter G Schmidt
Companies and Ambition
Rougher Thoughts · Sarah Tavel
Startup weapons against ChatGPT: focus and a tight feedback loop
Rougher Thoughts · Sarah Tavel
Startup weapons against ChatGPT: focus and a tight feedback loop
Sarah Tavel
Startup weapons against ChatGPT: focus and a tight feedback loop
This Week in Fintech
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Ian's Blog: Nominal Returns · Ian Gutterman
Insurers Are Earning Far More Than You Realize
A16Z Home Feed
Bio Eats World: From Faculty to Founder
OpenView Partners
The State of Usage-Based Pricing: 2nd Edition
The Micromobility Newsletter · Team M
📉 Bike Prices Keep Falling
Balderton
The evolution of the B2B go-to-market tech stack: a few areas to watch
Earlybird's Insights
Earlybird Welcomes Bhumi Shah, 2023 Health Fellow
Alex Lazerow · Alex Lazarow
Tech jobs, venture studios and the case for slowing down
Nikunj Kothari
Product Debate Club
Spencer Peterson · Spencer Peterson
Dead Cat?
Pirate Wires · Mike Solana
My Tweet About AI Porn Went Viral, And What It Taught Me Was Upsetting
A16Z Crypto
programming, policy, progress
Madrona Ventures
Lexion’s Gaurav Oberoi on Applying AI to Change an Industry
Madrona Ventures
Lexion’s Guarav Oberoi on Applying AI to Change an Industry
Tomasz Tunguz · Tomasz Tunguz
When AI Favors the Incumbents

Wednesday, 1 February 2023

2 pieces
Natalie Luu
How to Build Developer Ecosystems in Web 3.0
Point72 Ventures
Vannevar Labs Raises $75M in Series B Funding
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