SAT 26 SEPT 2026 · 70 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…

Monday, 2 January 2023

12 pieces
Continuations · Albert Wenger
A Philosophical Start to 2023
Feld Thoughts · Brad Feld
What Just Happened
A Wealth of Common Sense · Ben Carlson
2022 Was One of the Worst Years Ever For Markets
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Lifetime Income
The Sociology of Business · Ana Andjelic
The other vibe shift

Sunday, 1 January 2023

5 pieces
Sunday Snapshots · Sidhartha Jha
2022 Round Up
Sunday Snapshots · Sidhartha Jha
2022 Round Up
AVC · Fred Wilson
What Will Happen In 2023
Alex Lazerow · Alex Lazarow
Happy New Year!
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