SUN 27 SEPT 2026 · 103 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, 26 July 2022

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The Health of Cloud Spending in Mid-2022

Sunday, 24 July 2022

14 pieces
Building Rome(s) · Aadil Maan
BA 29/52: TPM Team Topology - Pt. 1
Accelerated · Justine & Olivia
🚀 Amazon drops $ on healthcare
A Wealth of Common Sense · Ben Carlson
A Giant Distraction to the Business of Investing
BIG by Matt Stoller · Matt Stoller
Open Thread
This Week in Fintech
This Week in Fintech (7/24)
Below the Line by Kevin LaBuz · Kevin LaBuz
#133 - The Joy of Forced Experimentation (From the Archive)
The Generalist · Mario Gabriele
Helium: The Network of Networks
The Generalist · Mario Gabriele
Helium: The Network of Networks
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