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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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Thursday, 12 January 2023

26 pieces
Collaborative Fund
The Art and Science of Spending Money
A Wealth of Common Sense · Ben Carlson
How Dividends Juice Your Returns in the Stock Market
Late Checkout · Greg Isenberg
The Framework to Find Traction for your Product
Jeff Morris Jr.
A Very Quiet NFT Rally
Jeff Morris Jr.
A Very Quiet NFT Rally
Jeff Morris Jr.
A Very Quiet NFT Rally
Phil Boyer
2023 Investment Themes
OpenView Partners
Four PLG Tactics to Grow Faster
Fractal Software
Southwest Airlines and the Value of Vertical SaaS
Hunter Walk
Amazon v Google v China: Quantum Computing Will Blow Your Mind.
Notorious PLG · Zach DeWitt
NPLG 1.12.23: Transitioning from Human Onboarding to PLG
Kyle Harrison
Risk Management In The Age Of YOLO
FirstRound Capital
Ready for the Next Phase of Your Angel Investing Journey? Apply to First Round’s Angel Track
The Rebooting
The AI effect
1517 Fund
An Overview of Startup Taxes
Greylock News
Talking AI with AI
My Climate Journey · Jason Jacobs
Hot Takes on the Cold Chain
Short-Formed · Anu Atluru
Rise of the Silicon Valley Small Business
Short-Formed · Anu Atluru
Rise of the Silicon Valley Small Business
Peter G Schmidt · Peter G Schmidt
What are LLMs?
Ian's Blog: Nominal Returns · Ian Gutterman
Introducing The Informed Deductible Savings Calculator
A16Z Home Feed
Progressive decentralization: a high-level framework
The Micromobility Newsletter · Team M
🎰 All the New Tiny Transports from CES
Nongaap Investing · Mike
[Premium] Finding a "Good Reason" to Sell
Collaborative Fund
Six Questions for Hannah Ritchie, Our World In Data
Spencer Peterson · Spencer Peterson
The Valuation Reset

Wednesday, 11 January 2023

14 pieces
Rougher Thoughts · Sarah Tavel
Find a fast current, not a large body of water
Rougher Thoughts · Sarah Tavel
Find a fast current, not a large body of water
Sarah Tavel
Find a fast current, not a large body of water
Jeff Morris Jr.
Has Every App Been Built?
Jeff Morris Jr.
Has Every App Been Built?
Jeff Morris Jr.
Has Every App Been Built?
A16Z
Regulate Web3 Apps, Not Protocols Part II: Framework for Regulating Web3 Apps
Lightspeed Venture Partners
For Startup Growth, TikTok is the GOAT
Who is Nnamdi? · Nnamdi Iregbulem
We Don't Have Nearly Enough Startups
A16Z Home Feed
Bio Eats World: Using AI to Take Bio Farther
Menlo VC
Fighting Cancer through Early Detection and New Therapies: Menlo’s investments in Delfi and Opna
Venture Unlocked · Samir Kaji
Better Tomorrow Ventures, Jake and Sheel on Investing in FinTech, fund construction, and fundraising lessons
BBG Ventures
Join the BBGV Team — we’re hiring an Associate
Blake Robbins
Launching Gamecraft with Mitch Lasky
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