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SAT 26 SEPT 2026 · 88 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, 2 December 2022

18 pieces
Li Jin
The Long View: Web3 and User Ownership
Li Jin
The Long View: Web3 and User Ownership
Pirate Wires · Mike Solana
Friday Open Thread
Semil Shah
From Easy Money To Hard Conversations
Turner Novak
Are We in a Friendship Recession?
Turner Novak
Are We in a Friendship Recession?
MaC Venture Capital
Buzz Solutions: Transforming Asset Inspections with AI
Loup Ventures
Tesla Puts Semi Makers on Notice
Memory Leak
Memory Leak — #9
Clouded Judgement · Jamin Ball
Clouded Judgement 12.2.22
My Climate Journey · Jason Jacobs
Our Investment in Hoxton Farms
Not Boring · Packy McCormick
Weekly Dose of Optimism #22
The Diff
GitLab, Tools, and Strategy
This Week in Fintech
This Month in Fintech - China (November’22)
This Week in Fintech
Would you go to your boss for a savings account and a loan? (TWIF 12/2)
Alex Lazerow · Alex Lazarow
Generative AI, data breaches as personal liability, camel contagion
Madrona Ventures
Data Boundaries are Blurring in a Multi-Cloud World
Multicoin Capital
Watch Videos From The 2022 Multicoin Summit

Thursday, 1 December 2022

22 pieces
Loup Ventures
Cook’s Crisis Management Superpower
Janelle Teng
Scaling GTM from $25 to $50 million ARR
Gaby Goldberg
Talking to the Protocol
Battery Ventures
Fantastic Developer Community Heroes and Where to Find Them
Notorious PLG · Zach DeWitt
NPLG 12.1.22: APIs & PLG
A Wealth of Common Sense · Ben Carlson
Is Real Estate a Better Investment Than the Stock Market?
Lightspeed Venture Partners
Valence Voices: Tyreena Heck, Grafana Labs
Mahesh Vellanki
NFT META (Most Effective Tactics Available) — The Established & Changing Trends for NFTs
Pirate Wires · Mike Solana
Trash Fire: The Collapse of Philadelphia
My Climate Journey · Jason Jacobs
Decarbonizing drayage trucking with Forum Mobility
Fractal Software
Year in Review: Vertical SaaS in Public Markets
First Round Review
Investing in Internal Documentation: A Brick-by-Brick Guide for Startups
The Rebooting
Revenge of the makers
The Rebooting
Revenge of the makers
Dawn Capital
RevOps: Is there a wave of tools to come?
Medha Agarwal
B2B Financial Management & Workflows (Video Series Part 5)
Saastr
The Top 10 Mistakes Folks Make Hiring Their First Sales Team (Updated)
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: A Tumultuous Turkey Day.
The Diff
Tech Industry Productivity is Relatively Overstated (Because It's More Easily Measured)
Sturgeon Capital
Thoughts on the Market
OpenView Partners
A Founder’s Guide To Hiring A CMO
Sar Haribhakti
Building versatile, ultra-compact, intelligent, retractable solar awning systems
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