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SAT 26 SEPT 2026 · 70 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, 1 January 2023

2 pieces
Below the Line by Kevin LaBuz · Kevin LaBuz
Q4 2022 Quarterly Review
Tomasz Tunguz · Tomasz Tunguz
Sizing the Web3 B2B Software Market

Saturday, 31 December 2022

7 pieces
Securities by Lux Capital
“Securities” by Lux Capital: Best of 2022
AVC · Fred Wilson
What Happened In 2022
Chinese Characteristics · Lillian Li
Chinese Characteristics' 2022 in review
Femstreet
Femstreet's Top Highlights of 2022
Ed Sim
What's 🔥 in Enterprise IT/VC #322
Ed Sim
What's 🔥 in Enterprise IT/VC #322
A Wealth of Common Sense · Ben Carlson
Some Stuff That (Probably) Won’t Happen in 2023

Friday, 30 December 2022

14 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Hunter Walk
Seven Links To Read (12/30/22)
Erik Torenberg
2022 Roundup
Joe Lonsdale
Moving to Substack
Movements · Adam Feldman
The butterfly effect of going electric | December 30, 2022
Justin Ouyang
2023 Outlook
Newcomer · Eric Newcomer
A Look Back at Newcomer's Best Posts in 2022 With the Benefit of Hindsight
BIG by Matt Stoller · Matt Stoller
What's Coming in 2023 on the Monopoly Front?
Accelerated · Justine & Olivia
Special Edition: Our Top Ten Books of 2022! 📚
Janelle Teng
SaaSy Predictions for 2023
Aashay Sanghvi
The liquidation preference
Clouded Judgement · Jamin Ball
Clouded Judgement 12.30.22
Nongaap Investing · Mike
[Premium] Returning Items
The Generalist · Mario Gabriele
December Mailbag

Thursday, 29 December 2022

12 pieces
Kyle Harrison
Having a Conversation With Yourself
Equal Ventures
Niche is the Next Big Thing
Equal Ventures
Niche is the Next Big Thing
Crypthechie · Nakul Gupta
How to be a successful Web3 CFO
Ian's Blog: Nominal Returns · Ian Gutterman
Grading My 2022 Predictions: Pretty Good!
A Wealth of Common Sense · Ben Carlson
Why Should You Invest in the Stock Market?
Building Rome(s) · Aadil Maan
BA 52/52: How to manage multiple programs at the same time
David Paul · David Paul
Our Evolution to Outbound Sourcing
Alex Oppenheimer
Expensive Options and Losing Big
Sajith Pai
Investment Bankers, Stacked-up S-Curves, and Leslie's Compass
Loup Ventures
Deepwater’s 2023 Predictions
OpenVC.app
The OpenVC Best Of 2022

Wednesday, 28 December 2022

5 pieces
Insight Partners
2022: Insight’s Year in Review
Loup Ventures
Loup’s 2023 Predictions
Lombard Street Medium
2023 Venture Capital Predictions: what to invest in?
Massimo Sgrelli
2023 Venture Capital Predictions: what to invest in?
Saastr
The #1 Reason CMOs Fail
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