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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, 21 December 2022

10 pieces
Sar Haribhakti
Scatter Brain highlights
Kyle Poyar's Growth Unhinged · Kyle Poyar
The gist: in-product experiments
Red River West
Generative AI (2/2): what will the future look like?
Red River West
Generative AI (1/2): the new wave of AI is coming
Creandum
Welcome back Jakob!
Akash Bajwa
Value Accrual in the Modern AI Stack
Earlybird's Insights
Value Accrual in the Modern AI Stack
Race Capital
Congrats to GoodNotes for Winning Apple’s iPad App of the Year Award — Building the Future of…
Brendan Baker
How We Win Over 90% of The Investments We Seek
BIG by Matt Stoller · Matt Stoller
Too Much Winning: Antitrust Reform to Become Law

Tuesday, 20 December 2022

30 pieces
Newcomer · Eric Newcomer
'This Monolithic Other That Is Acting in Some Dark Confederacy Against What Is True and Good in the World' (w/Antonio García Martínez)
Startup Hacks · Alex Iskold
Why and How to Prepare for Investor Meetings
Insight Partners
Move Over Quiet Quitting: These are the 2023 Trends to Watch for Talent Acquisition and Human Capital
Emergence Capital
FY23 planning advice from expert CFOs
Battery Ventures
Battery Ventures 2022 Consumer Lookback
Pirate Wires · Mike Solana
Pirate Wires Town Hall
A Wealth of Common Sense · Ben Carlson
An Incredible Chart of the Housing Market
Justin Ouyang
My (First) Year in Review
Greylock News
Year in Review
This Week in Fintech
This Week in Policy (12/20)
Menlo VC
Perspectives for 2023 from Supply Chain Leaders at Uber, Maersk, and P&G
Menlo VC
The Future of Supply Chain: Perspectives for 2023 from Uber, Maersk, and P&G
Menlo VC
The Future of Supply Chain: Perspectives for 2023
First Round Review
How to be an Exceptional Chief of Staff: Advice for Scaling Impact at Startups
The Rebooting
Trendlines of 2023
The Rebooting
Trendlines of 2023
1517 Fund
Seven Stages of Enterprise SaaS Qualification
Turner Novak
How CapCut Uses AI to Unlock Human Creativity
Turner Novak
How CapCut Uses AI to Unlock Human Creativity
Ian's Blog: Nominal Returns · Ian Gutterman
Florida Fails To Avert the Imminent Insurance Crisis
Trace Cohen
2023 is sure to be an exciting year for the VC startup world!
Clouded Judgement · Jamin Ball
A Look Back at Q3 '22 Public Cloud Software Earnings
VersionOne VC
2022: V1 Year in Review and Looking Forward
Stratechery
The 2022 Stratechery Year in Review
NICOLAS VON BLOTTNITZ
Contlo, SaaSWorks, Nilus, Infinity AI, Artifact— 19th December, 2022
The Micromobility Newsletter · Team M
🥾 Will Paris Squash Scooters?
Rayan Dawud
The Localization Index
Sar Haribhakti
Are you entertained yet? Twitter is Twittering
Montage Ventures
Our Investment in Vint to Democratize Wine as an Alternative Asset Class
A16Z Home Feed
Crypto News & Regulatory Roundup: November 19 – December 16, 2022
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