SAT 26 SEPT 2026 · 86 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…

Tuesday, 15 November 2022

30 pieces
Venture Upward · David Beisel
Deliberate Practices
Newcomer · Eric Newcomer
SBF in Shambles (w/Teddy Schleifer)
My Climate Journey · Jason Jacobs
Our Oceans Are the Carbon Solution
Collaborative Fund
WeaveGrid
Collaborative Fund
WeaveGrid
A Wealth of Common Sense · Ben Carlson
Boring is Beautiful in Investing
OpenView Partners
Your Guide To AI And PLG
Nongaap Investing · Mike
[Premium QN] Follow-up to M&A Bridge
The Micromobility Newsletter · Team M
🇫🇷 Viva la Révolution
Paul Graham Essays
What You (Want to)* Want
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