FRI 25 SEPT 2026 · 83 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…

Saturday, 14 January 2023

6 pieces
Digital Native · Rex Woodbury
AI in 2023: The Application Layer Has Arrived
Nongaap Investing · Mike
SHC: Lucky Number Sotera
Nongaap Investing · Mike
SHC: Lucky Number Sotera

Friday, 13 January 2023

30 pieces
A Wealth of Common Sense · Ben Carlson
What If We Don’t Get a Recession This Year?
Richard Chu
2022 Reflections
Net Interest · Marc Rubinstein
The Bank that Never Sold
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Ian's Blog: Nominal Returns · Ian Gutterman
The Most Value Destructive Thing An NFL Team Can Do
Clouded Judgement · Jamin Ball
Clouded Judgement 1.13.23
Not Boring · Packy McCormick
Weekly Dose of Optimism #25
New Economies · Ollie Forsyth
How will 2023 be a golden year of innovation?
New Economies · Ollie Forsyth
How will 2023 be a golden year of innovation?
Top posts this week
05
Open Season
Saanya Ojha
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