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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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Thursday, 1 December 2022

5 pieces
The Micromobility Newsletter · Team M
⭐️ Polestar Ebike
Charles Hudson
Living Through the Revenge of Capital
Earlybird's Insights
Trends and Pricing Models for Cell and Gene Therapy
Octahedron Capital
A Few Things We Learned - Jul/Aug/Sep'22
Anna Khan · Anna Khan
Vertical SaaS, Today — 2nd Edition

Wednesday, 30 November 2022

23 pieces
Loup Ventures
Battery 101: The Beneficiaries of Electrification
Jared Heyman
On the life and death of Y Combinator startups
Newcomer · Eric Newcomer
Taking Kid Gloves to All-In: My Reflections on Silicon Valley's Iconic Podcast
Newcomer · Eric Newcomer
Going All-In on the Tech/Media War (w/Jason Calacanis)
Lerer Hippeau
We’re hiring an Associate, Seed Fund
Erik Torenberg
Tradition is Truer than Truth
Gen Z Voice · Thomas Lombardozzi
Deep Dive: AI-workplace tools
Lightspeed Venture Partners
Zetwerk — What it takes to build a global manufacturing company
My Climate Journey · Jason Jacobs
Building materials: a ubiquitous, invisible consumer product
This Week in Fintech
Hey Fintech Friends #12 ft Adaeze 'Dezzy' Onwumere
A16Z Home Feed
Leader Election from Randomness Beacons and Other Strategies
Chris Neumann · Chris Neumann
10 Ways to End 2022 Strong
Venture Unlocked · Samir Kaji
Patrick Chun at Juxtapose: How company creation models and studios work in VC, the squint and wedge framework of investing, and raising from blue-chip institutions
Investing in AI · Rob May
Will AIs Have Free Speech?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Getting Rich Quick
Turner Novak
Announcing Banana Capital Fund 2
Turner Novak
Announcing Banana Capital Fund 2
Nongaap Investing · Mike
[Premium] Redeeming Governance Coupons
Kyle Poyar's Growth Unhinged · Kyle Poyar
A best-in-class PLG org
Pirate Wires · Mike Solana
Tech Civil War
Digital Native · Rex Woodbury
What the Analog Inventions of the 20th Century Teach Us About the Digital Inventions of the 21st
Startup Hacks · Alex Iskold
How to Pick a Co-Founder
Tomasz Tunguz · Tomasz Tunguz
Napoleon's Influence on the Modern Data Stack : hyperdimensional Analysis with Malloy

Tuesday, 29 November 2022

12 pieces
Emergence Capital
Charting the challenges of hybrid work
World Positive
Generative AI That Saves Lives
Alpaca VC
Field Study: Sustainable Building Materials 2.0
BIG by Matt Stoller · Matt Stoller
The Boring Lobbyists Behind Sam Bankman-Fried
My Climate Journey · Jason Jacobs
MCJ Skilled Labor Series: Ranching with Alejandro Carrillo
Lisa Xu
Interview with Jack Lu (Magic Eden)
Insight Partners
Setting Quotas in B2B SaaS Sales When Facing High Exchange Rate Volatility
A16Z Home Feed
Deposit Beta: CAC in Disguise (November 2022 Fintech Newsletter)
1517 Fund
It's Out! Paper Belt on Fire
A Wealth of Common Sense · Ben Carlson
The Thing That’s Hard About Markets
Jared Heyman
On the Y Combinator “premium” (2022 update)
A16Z Home Feed
Rearchitecting the Supply Chain with Flexport’s Ryan Petersen
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