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…

Thursday, 28 July 2022

26 pieces
A Wealth of Common Sense · Ben Carlson
The Best & Worst Years in Stock Market History
notes & upside · Nandu Anilal
The State of NLP
Rougher Thoughts · Sarah Tavel
Long Live Web3!
Sarah Tavel
Long Live Web3!
BIG by Matt Stoller · Matt Stoller
Thunder on the Right
The Rebooting
Gary in Chicago
My Climate Journey · Jason Jacobs
A Tasty Episode About Sustainable Oil

Wednesday, 27 July 2022

11 pieces
BIG by Matt Stoller · Matt Stoller
Faceblocked
This Week in Fintech
This Week in Policy (7/27)
Nicole (Williams) Ruiz
#3 - Frontier Tech Developments
Nicole (Williams) Ruiz
#3 - Frontier Tech Developments
Collaborative Fund
Breaking Down A Tesla
Collaborative Fund
Breaking Down A Tesla
Coding VC · Leo Polovets
Spell. It. Out.
Foundation Capital
How to Be a SaaS Wunderkind
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