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FRI 25 SEPT 2026 · 84 new pieces this week

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Select picks in the past month
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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Sunday, 8 January 2023

4 pieces
A Wealth of Common Sense · Ben Carlson
Updating My Favorite Performance Chart For 2022
Below the Line by Kevin LaBuz · Kevin LaBuz
#153 - Misery Loves Company
Alfred Lin
Small Differences and Consistent Compounding
The Generalist · Mario Gabriele
What I’m Watching in 2023

Saturday, 7 January 2023

8 pieces
Forerunner Ventures · Forerunner Ventures
The loneliness epidemic and what White Lotus tells us about luxury goods
Kyle Harrison
The Art and Science of Investing
Investing in AI · Rob May
Why Generative AI Is Mostly A Bad VC Bet
Ed Sim
What's 🔥 in Enterprise IT/VC #323
Ed Sim
What's 🔥 in Enterprise IT/VC #323
Nongaap Investing · Mike
WWE's New Board Order
Loup Ventures
Tesla’s Down but Not Out
Daily Consumer · Damir Becirovic
Daily Consumer #32 - TikTok's Influence On Ecommerce is Growing

Friday, 6 January 2023

17 pieces
Radical VC
The rise, and fall, and rise of conversational AI
A Wealth of Common Sense · Ben Carlson
One More Prediction For 2023
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Loup Ventures
Tesla’s Down but Not Out
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The (Intelligent) App Store of the Future
Net Interest · Marc Rubinstein
Insuring the Unknown
This Week in Fintech
We've moved!
Janelle Teng
Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain?
Movements · Adam Feldman
EVs in 2023: Supercomputers on wheels | January 6th, 2023
Memory Leak
Memory Leak — #12
Equal Ventures
A Note to Founders as We Head into 2023: Become the Leader Your Team Needs
Equal Ventures
A Note to Founders as We Head into 2023: Become the Leader Your Team Needs
Clouded Judgement · Jamin Ball
Clouded Judgement 1.6.23
Saastr
Dear SaaStr: As a Founder, What Will I Learn Getting More Involved in Sales?
David Paul · David Paul
The VC/Operator Identity Crises
Travis May
Lessons from Datavant
Sar Haribhakti
From running communities to building for communities

Thursday, 5 January 2023

11 pieces
Waiting Room · Nikita Singareddy
Myths of the Bitsphere and Biosphere
Notorious PLG · Zach DeWitt
NPLG 1.5.23: The Importance of Trustworthy Data
Mahesh Vellanki
10 predictions for crypto in 2023
A Wealth of Common Sense · Ben Carlson
You Now Have Options Galore For Yield on Your Savings
Frankly Speaking · Frank Wang
Frankly Speaking - 5 Cybersecurity Predictions for 2023
Fractal Software
Vertical SaaS Moats, Part 3:  Switching Costs
Late Checkout · Greg Isenberg
My predictions for 2023
Medha Agarwal
Payment Infrastructure (Video Series Part 8)
The Rebooting
Hangovers
Grant Demeter · Grant Demeter
Markets by Grant | Everything as Content | Part 1
Collaborative Fund
Justifying Optimism
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