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SAT 26 SEPT 2026 · 87 new pieces this week

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Select picks in the past month
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityBanking & Capital MarketsManufacturing & IndustrialsRetail & E-commerce

Thursday, 10 November 2022

14 pieces
Equal Ventures
The Unaddressed Opportunity in Emerging Managers
Equal Ventures
The Unaddressed Opportunity in Emerging Managers
Daniel Chesley
Joining Work-Bench VC
Battery Ventures
Power to the Business User – Our Investment in Coefficient and Why We’re Long Spreadsheets!
Erik Torenberg
How Status Signaling Evolved
Collaborative Fund
A Few Good Stories
Collaborative Fund
A Few Good Stories
Kyle Harrison
Stewards of Capital
The Diff
The Instacart Equation
Sar Haribhakti
Simplifying the universally hated tax filing experience by embedding it into apps
Creandum
Reinventing digital energy infrastructure: Creandum backs Enode
Qasim Mohammad
Synthetic biology is the key to a sustainable beauty industry
A16Z Home Feed
Building Helios: Fully trustless access to Ethereum
Tanay's Newsletter · Tanay Jaipuria
Understanding the Twitter Acquisition

Wednesday, 9 November 2022

23 pieces
BIG by Matt Stoller · Matt Stoller
A Good Election for Anti-Monopolists
Newcomer · Eric Newcomer
Sequoia's Bad Year Just Got Much Worse As Its $210 Million Stake in FTX Looks Worthless
Elad Gil
Changing times (or, why is every layoff 10-15%?)
Jared Heyman
On YC startup exits
My Climate Journey · Jason Jacobs
MCJ Q3 2022 DEI Report
Lightspeed Venture Partners
Taking the time to do it right: Automation in medical coding comes of age, thanks to Fathom
Menlo VC
Securing the Modern Software Supply Chain
Matt Brown
How to index an entire business model
Janelle Teng
SaaSacre 2nd wave: Macro double squeeze
A16Z
Investing in Equals
Insight Partners
SaaS Pricing Tactics for a High-Inflation Environment
Lightspeed Venture Partners
JOOPITER: The Digital Auction House for the 21st Century
Ripple Ventures
Announcing the Fellow Fund
Frankly Speaking · Frank Wang
Frankly Speaking - Almost all cybersecurity VCs are confused.
Chris Neumann · Chris Neumann
The 9 Types of Startup Investors
A Wealth of Common Sense · Ben Carlson
Animal Spirits: No Soft Landing
Sar Haribhakti
Unpacking the Twitter layoffs clusterfuck
Kyle Poyar's Growth Unhinged · Kyle Poyar
Do you stack up? 📈
David Paul · David Paul
What are the Red Flags 🚩🚩 when Pitching to Investors?
Digital Native · Rex Woodbury
10 Charts That Capture How the World Is Changing
Ripple Ventures
Our Investment in Artemis — Fellow Fund
Alex Lazerow · Alex Lazarow
What Wins In Fintech: Distribution Or Data?
Tomasz Tunguz · Tomasz Tunguz
What the FTX Fiasco Means for Web3

Tuesday, 8 November 2022

3 pieces
Newcomer · Eric Newcomer
The End of Quiet Quitting (w/Aki Ito)
Newcomer · Eric Newcomer
EXCLUSIVE: Read Sam Bankman-Fried's Email to the Investors He's Ghosting
The Diff
FTX, RIP
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