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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…
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Wednesday, 28 December 2022

7 pieces
David Paul · David Paul
Happy Holidays from DWP Capital!
David Paul · David Paul
Nevin Raj of Grata on The Art of Deal Sourcing and Getting Product Market Fit
Chris Neumann · Chris Neumann
Chris Neumann's Top 10 Posts of 2022
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Tesla Crash
OpenView Partners
The Best Growth Advice Of 2022
Frankly Speaking · Frank Wang
Frankly Speaking - Analyzing the LastPass hack pt. 2
NextView VC
Why NextView Invested in Poly

Tuesday, 27 December 2022

13 pieces
Newcomer · Eric Newcomer
Does That Mean the Cat's Dead?
Hunter Walk
Can a VC Think Like a Startup? That’s Part of Homebrew’s Goal in Switching to Our Own Capital.
Erik Torenberg
New Podcast episode with Marc Andreessen
A Wealth of Common Sense · Ben Carlson
9 Things That Surprised Me in 2022
A16Z Home Feed
22 Top Crypto Pieces From 2022
Deconstructor of Fun
(The Unofficial) Deconstructor of Fun 2022 Gaming Awards
XRC Labs
XRC Labs 2022 Year In Review
XRC Labs
XRC Labs 2022 Year In Review
Sar Haribhakti
Non-UGC content became a feature
The Micromobility Newsletter · Team M
💳 2023 Will Be a Good Year to Buy an eBike
Nongaap Investing · Mike
[Premium] Holiday Overhang
Tomasz Tunguz · Tomasz Tunguz
My Quest for Speed - Learning to Use My Computer the Fastest Way Possible
Tomasz Tunguz · Tomasz Tunguz
A $30B Software Company from a $15m Investment

Monday, 26 December 2022

6 pieces
Frankly Speaking · Frank Wang
Frankly Speaking - Analyzing the LastPass hack
Ed Sim
boldstart 2022 recap
David Paul · David Paul
Bobby Brannigan of Mercato on Vertical Marketplaces, COVID Pull Through and Pivots, Bootstrapping vs. Fundraising, and the Dangers of Not Listening to Your Customer.
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Rise of Thematic Investing
Termsheet · Zubair N. Paracha
Swvl's terrible unit economics
A Wealth of Common Sense · Ben Carlson
The Best Books I Read in 2022

Sunday, 25 December 2022

4 pieces
InfoArbitrage · Roger Ehrenberg
The Prepared Mind in the New Year
Saastr
Dear SaaStr: When Is It Worth Enforcing an Autorenewal Clause if the Customer Doesn’t Want to Pay?
Nongaap Investing · Mike
[Premium SN] Fake Santas, Holiday Bonuses, and Governance Signals
Radical VC
Radical Reads: Radical’s 2022 AI Highlights

Saturday, 24 December 2022

6 pieces
Pirate Wires · Mike Solana
Bangers
Ed Sim
What's 🔥 in Enterprise IT/VC #321
Ed Sim
What's 🔥 in Enterprise IT/VC #321
notes & upside · Nandu Anilal
2022
Saastr
Dear SaaStr: Is Launching Your SaaS Product Too Early Really A Big Issue?
A Wealth of Common Sense · Ben Carlson
What Kind of Landing Are We Going to Get in the Economy?

Friday, 23 December 2022

4 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Erik Torenberg
Kill Your Identity
Newcomer · Eric Newcomer
Newcomer Mailbag: The B&B Bubble
7wire Ventures
Spotlight on Consumer-Directed Technologies: 7wireVentures 2023 Digital Health Predictions
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