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SAT 26 SEPT 2026 · 83 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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Monday, 5 December 2022

28 pieces
Deconstructor of Fun
How Mobile Games Can Buck the Recession
Hunter Walk
Don’t Believe The Terminator Movies, Artificial Intelligence’s First Strike Against Humanity Is By…
My Climate Journey · Jason Jacobs
Tackling net zero targets with Cox Enterprises
This Week in Fintech
This Week in Policy (12/5)
Frankly Speaking · Frank Wang
Frankly Speaking - Why security is easy
Cowboy Ventures
Jillian Williams is our new Partner at Cowboy, Yee Haw!
This Week in Fintech
TWIF UK & Europe (05/12) - Time for fintech awards season
OpenVC.app
Venture Capitalists: Open the gates and let the crowds in
Medha Agarwal
Banking as a Strategy: How non-fintechs have approached the challenge
Stratechery
AI Homework
Red River West
Signal-to-noise Ratio
Not Boring · Packy McCormick
Four Seasons Total Tech
The Diff
The Uses of Friction
David Paul · David Paul
Getting Through Fear, Ending the Year Strong, and Great Investor Substacks
The Sociology of Business · Ana Andjelic
The book edit
A Wealth of Common Sense · Ben Carlson
Talk Your Book: An Update on Private Markets
This is Going to be BIG · Charlie O'Donnell
How Generative AI is Going to Change Your Life and Mess Everything Up in the Process
Continuations · Albert Wenger
Not-Yet-Full Self Driving on Tesla (And How to Make it Better)
Cowboy Ventures
Becoming a Cowboy Partner!
Deconstructor of Fun
Bucking the Recession
TCV
Our investment in Allica: Full-suite SME banking that customers love
TCV
Our investment in Allica: Full-suite SME banking that customers love
AVC · Fred Wilson
Sign Everything
This Week in Fintech
This Week in Fintech: Special Guest Jillian Williams
Nongaap Investing · Mike
[Premium] Hacking Equity Compensation
Building Rome(s) · Aadil Maan
BA 48/52: The Right Type Of Solution
Nongaap Investing · Mike
[Premium SN] Ephemeral or Real Signal?
Jess Schram
Holistic care vs. point solutions and the rise of “one-stop shop” health

Sunday, 4 December 2022

12 pieces
This Week in Fintech
Our Dubai and Abu Dhabi Fintech Trek kicks off in just a week (TWIF 12/4)
Elaine Zelby
3 Things: Pallet for Companies, B2B TikTok Ads, Magic Eraser but Opposite
Radical VC
Radical Reads: Geoffrey Hinton – Exclusive Q&A on his latest breakthrough
This Week in Fintech
TWIF Latam (04 Dec)
BIG by Matt Stoller · Matt Stoller
Open Thread: Time for Public Utility Regulation?
A Wealth of Common Sense · Ben Carlson
This Year Could Have Been Worse For Investors
Nathan Benaich · Nathan Benaich
🎄Your guide to AI: December 2022
Accelerated · Justine & Olivia
🚀 SBF goes on a (press) tour
Steven Sinofsky
[LISTEN] 108. The End of the PC Revolution [Epilogue]
Steven Sinofsky
108. The End of the PC Revolution [Epilogue]
Octahedron Capital
A Few Things We Learned - Jan/Feb/Mar'20
Octahedron Capital
A Few Things We Learned - Apr/May/Jun'20
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