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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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Friday, 9 December 2022

23 pieces
Ian Rountree
Multiple Progression
Loup Ventures
iPhone Demand Decoder = December + March Quarters
A Wealth of Common Sense · Ben Carlson
What Happens If Housing Prices Fall 20%?
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
Collaborative Fund
Take Calculated Risks
This Week in Fintech
Fintechs are in hot water for fraudulent covid loans (TWIF 12/9)
Pirate Wires · Mike Solana
Friday Open Thread
Movements · Adam Feldman
Where the streets have no crosswalks | December 09, 2022
Net Interest · Marc Rubinstein
Generation Rent
A16Z
Serving the Multifamily Real Estate Industry with Software
Memory Leak
Memory Leak — #10
AVC · Fred Wilson
The Hour Of Code
Collaborative Fund
PLENNA
USV
USV 2022 Climate Fund
Apex Venture Studio
What does ChatGPT mean for me?
Radical VC
What’s unsolved in generative AI?
Clouded Judgement · Jamin Ball
Clouded Judgement 12.9.22
Not Boring · Packy McCormick
Weekly Dose of Optimism #23
The Diff
Grab: Building a Bank the Hard Way
Hunter Walk
Twikileaks
Sar Haribhakti
A personal note
BIG by Matt Stoller · Matt Stoller
FTC to Block Microsoft-Activision Merger
Pirate Wires · Mike Solana
The Twitter Files, Part Two: Twitter's Secret Blacklist Thread, In A More Readable Format

Thursday, 8 December 2022

17 pieces
Lightspeed Venture Partners
Fictional Reality: Why the Real Metaverse Doesn’t Require a Headset
Loup Ventures
A Potential Tweak Is in Store for the Inflation Reduction Act
A Wealth of Common Sense · Ben Carlson
What Is the Bond Market Saying About the Economy?
Alpaca VC
Field Study: DAOs + DAO Tooling
Second Opinion · Christina Farr
In defense of tech-enabled services
Second Opinion · Christina Farr
In defense of tech-enabled services
Turner Novak
Carvana Inches Closer to Bankruptcy
Turner Novak
Carvana Inches Closer to Bankruptcy
Notorious PLG · Zach DeWitt
NPLG 12.8.22: Building a PLG Content Marketing Engine in an Economic Downturn
Fractal Software
Year in Review: Vertical SaaS in Private Markets
Fika Ventures
Closing the Loop: Roadblocks and Opportunities in Manufacturing Automation
Equal Ventures
A Look Into Construction Tech
Equal Ventures
A Look Into Construction Tech
My Climate Journey · Jason Jacobs
Bitcoin Mining as a Solution to Landfill Methane Emissions
Point72 Ventures
Latin America’s financial infrastructure revolution
Loup Ventures
A Potential Tweak Is in Store for the Inflation Reduction Act
The Rebooting
RIP platisher
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