SUN 27 SEPT 2026 · 102 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, 30 August 2022

22 pieces
Newcomer · Eric Newcomer
Extremely Online (w/ Taylor Lorenz)
A16Z Home Feed
Investing in PROOF
Waiting Room · Nikita Singareddy
A Visit to the Medical Theatre
Feld Thoughts · Brad Feld
Founder’s Choice VC Firm Ranking
The Micromobility Newsletter · Team M
🙌 Micromobility Landscape Soars Past 1000 Companies
Jordan Cooper · Jordan Cooper
An Odd Ritual
A Wealth of Common Sense · Ben Carlson
Tough Talk From the Fed
On My Mind · Michael Dempsey
What Goes Down Must Go Up?
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