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…

Friday, 16 December 2022

23 pieces
A Wealth of Common Sense · Ben Carlson
Money Lessons From The White Lotus
BIG by Matt Stoller · Matt Stoller
Get Antitrust Legislation Done, Chuck Schumer
A16Z Home Feed
What is a Super App?
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
5 Predictions for Intelligent Apps in 2023
Net Interest · Marc Rubinstein
Bank Retailing
Clouded Judgement · Jamin Ball
Clouded Judgement 12.16.22
Not Boring · Packy McCormick
Weekly Dose of Optimism #24
Not Boring · Packy McCormick
Carbon Removal Q&A With Nan Ransohoff
Tanay's Newsletter · Tanay Jaipuria
Generative AI and Google
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