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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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Wednesday, 11 January 2023

23 pieces
Eric Feng
Let the Battle Royale begin!
First Round Review
Maven's Path to Product-Market Fit — Lessons for Leveraging Community in the Early Days
Joe Lonsdale
Announcing Season 3 of American Optimist
Chris Neumann · Chris Neumann
I Hate Investor Updates
A16Z
Market Annealing: Getting to $10M ARR in Very Early Markets
Ian's Blog: Nominal Returns · Ian Gutterman
What the Insurance Company Doesn’t Want You To Know
Collaborative Fund
Ruuf Solar
Collaborative Fund
Ruff Solar
Battery Ventures
Our Investment in Seek: Generative AI for Data
Grounded
Barbie was the first avatar: the crisis of identity in a digital age
NextView VC
New Year, New & Improved NextView Accelerator
Alpaca VC
Field Study: Global Supply Chains — Returns (Part 4)
A Wealth of Common Sense · Ben Carlson
Animal Spirits: What’s the Negative Catalyst?
Mouro Capital
What needs to happen for insurance to take off in emerging markets?
Joe Lonsdale
Ep 40: Andrew Yang on Building a New Political Party & Using Incentives to Fix Dysfunction
Kyle Poyar's Growth Unhinged · Kyle Poyar
Free-to-paid conversion at scale
Digital Native · Rex Woodbury
Enterprise Software Is Dead. Long Live Enterprise Software.
David Paul · David Paul
The Mount Rushmore of Phoenix Tech
BBG Ventures
Lessons from Backing Over 100 Female-Led Start-Ups
Pirate Wires · Mike Solana
Chaos (A Future History of Artificial Intelligence)
Qasim Mohammad
10 Questions with Sandra Campos
Tomasz Tunguz · Tomasz Tunguz
2023 is the Year of _________
Multicoin Capital
Multicoin Capital: The Web3 Growth Stack

Tuesday, 10 January 2023

17 pieces
Newcomer · Eric Newcomer
Business Tea, the Creator Economy Downturn, Twitter Drama & TikTok's Chinese Influence (w/Taylor Lorenz)
Thomvest
Seven Proven Ways Startup Leaders Can Enhance Their Executive Presence
World Positive
Always Look On the Brightside
World Positive
The Clean, Quiet Trucking Revolution
Frankly Speaking · Frank Wang
Frankly Speaking - Analyzing the CircleCI hack
Turner Novak
TikTok Starts Scaling Its US Ecommerce Business
Turner Novak
TikTok Starts Scaling Its US Ecommerce Business
Anna Khan · Anna Khan
Vertical SaaS, Today — 3rd Edition
A Wealth of Common Sense · Ben Carlson
How Do Stocks & Bonds Perform Following Big Down Years?
The Helm
WTHN
Greylock News
Designed with Purpose
FirstRound Capital
Adding to First Round’s Investment Team
The Rebooting
Newsletter growth
Jeff Morris Jr.
Desperate Times, Platform Shifts & New Narratives
Jeff Morris Jr.
Desperate Times, Platform Shifts & New Narratives
My Climate Journey · Jason Jacobs
Deep Tech Climate Startups: Humanity’s Superpower
1517 Fund
Choosing a Name For Your Company
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