SUN 27 SEPT 2026 · 100 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…

Sunday, 18 September 2022

4 pieces
Below the Line by Kevin LaBuz · Kevin LaBuz
#140 - Imperfect Misfits
The Generalist · Mario Gabriele
The Wisdom List: Sam Bankman-Fried
The Generalist · Mario Gabriele
The Wisdom List: Sam Bankman-Fried

Saturday, 17 September 2022

10 pieces
Forerunner Ventures · Forerunner Ventures
The Joy & Pain of Compounding
BIG by Matt Stoller · Matt Stoller
Should the Government Block the Adobe-Figma Merger?
This Week in Fintech
This Week in Fintech (9/17)
Tomasz Tunguz · Tomasz Tunguz
The State of Web3 in 2022 through Data

Friday, 16 September 2022

26 pieces
BIG by Matt Stoller · Matt Stoller
Locked Out
A16Z Home Feed
Zero Knowledge Canon
A Wealth of Common Sense · Ben Carlson
How Much Do Interest Rates Matter to the Stock Market?
Net Interest · Marc Rubinstein
The Case for UK Banks
Anthemis Insights
Why We Invested: Power
Ian's Blog: Nominal Returns · Ian Gutterman
What State Farm Might Buy Next
Ian's Blog: Nominal Returns · Ian Gutterman
What State Farm Might Buy Next
Clouded Judgement · Jamin Ball
Clouded Judgement 9.16.22
Not Boring · Packy McCormick
Weekly Dose of Optimism #12
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02
The Rise Of The Neo Neo Lab
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