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FRI 25 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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Saturday, 21 January 2023

10 pieces
Forerunner Ventures · Forerunner Ventures
The Historically Low Birth Rate and the Return of Flip Phones
Memory Leak
Memory Leak — #13
Erik Torenberg
When Delusions Serve Us
Abraham Thomas
The Perils of Prudence
Continuations · Albert Wenger
Termination Shock (Book Review)
Jess Schram
Closing the Gender Care Gap
Ed Sim
What's 🔥 in Enterprise IT/VC #325
Ed Sim
What's 🔥 in Enterprise IT/VC #325
Investing in AI · Rob May
The Forces Driving The Economics Of Generative Media
Foundation Capital
B2BaCEO Newsletter: January 2023

Friday, 20 January 2023

23 pieces
A Wealth of Common Sense · Ben Carlson
Why Invest in Stocks When Bond Yields Are Higher?
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Ripple Ventures
Our Investment in WaivetheWait — Fellow Fund
Turner Novak
Shein's Valuation Drops 36%
Turner Novak
Shein's Valuation Drops 36%
Craft Ventures
Figma’s Early Days: Growth Marketing Lessons
Joe Lonsdale
Gavin Newsom Chickens Out On Homeless Accountability
Newcomer · Eric Newcomer
Ten Charts That Explain the 2022 Pullback
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Moats in the Era of AI
Movements · Adam Feldman
The future of public transport lies in resilience | January 20, 2023
Net Interest · Marc Rubinstein
Broker Rivalry
Kyle Harrison
Thinning The Herd
Ian's Blog: Nominal Returns · Ian Gutterman
What You Missed This Week
Clouded Judgement · Jamin Ball
Clouded Judgement 1.20.23
My Climate Journey · Jason Jacobs
Our Investment in Sublime Systems
Not Boring · Packy McCormick
Weekly Dose of Optimism #26
Chris Harvey
#23 Episode - VC Jargon & Technical Terms
Charles Hudson
Honest and Naive Questions from a Generalist Seed VC Grappling with the Generative AI Revolution
All Raise
Welcome Dana Wildeboer, Head of Marketing & Communications
Loup Ventures
Google Will Respond to ChatGPT
Uncork Capital
Presso Raises $8M to Help Hotels Make a Comeback with Low Carbon, Robot Garment Care Machines
luttig's learnings · John Luttig
Is AI the new crypto?
luttig's learnings · John Luttig
Is AI the new crypto?

Thursday, 19 January 2023

7 pieces
Foundation Capital
FC’s Generative AI Challenge
Loup Ventures
Google Will Respond to ChatGPT
On My Mind · Michael Dempsey
U-Shaped Token Curves + Stablecoins & Dollar Dominance
Fractal Software
There’s Nothing Small About Niche Software Businesses
Aubrie Pagano
Couture, Returns, Humble Brags and Top VC Predictions for 2023
A Wealth of Common Sense · Ben Carlson
Is It Realistic to Have 100% of Your Portfolio in Stocks?
Lightspeed Venture Partners
Fintech Trends for 2023 and Beyond
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