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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsCybersecurityBanking & Capital MarketsRetail & E-commerceManufacturing & Industrials

Sunday, 10 July 2022

13 pieces
Kevin Stevens
Momentum
Nathan Benaich · Nathan Benaich
🏄 Your guide to AI: July 2022
Securities by Lux Capital
“Securities” by Lux Capital: Dissonant loops (Resend)
A Wealth of Common Sense · Ben Carlson
Investing a Lump Sum When the Stock Market is Down
Steven Sinofsky
[LISTEN] 089. Rebooting the PC Ecosystem
Steven Sinofsky
089. Rebooting the PC Ecosystem
This Week in Fintech
This Week in Fintech Latam (10 July)
My Climate Journey · Jason Jacobs
Can Clean Energy Address America's Domestic Woes?
AVC · Fred Wilson
Some Thoughts On Twitter (continued)
Below the Line by Kevin LaBuz · Kevin LaBuz
Q2 2022 Quarterly Review
This Week in Fintech
This Week in Fintech (7/10)
The Generalist · Mario Gabriele
Generalist Capital: In Search of Epics
The Generalist · Mario Gabriele
Generalist Capital: In Search of Epics

Saturday, 9 July 2022

10 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Why Startups Will Accelerate Livestream Shopping
Kyle Harrison
Tailwinds: What's in a Thesis?
The Diff
Longreads + Open Thread
Erik Torenberg
Status, Vulnerability, and Status Vulnerability
Matt Castellini
Vertical SaaS Memo: Part 1
Ed Sim
What's 🔥 in Enterprise IT/VC #297
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The State of Venture Capital
Securities by Lux Capital
“Securities” by Lux Capital: Dissonant loops
This Week in Fintech
This Week in Fintech (7/9)
This Week in Fintech
This Week in Fintech - Asia | 09th July, 2022

Friday, 8 July 2022

17 pieces
A Wealth of Common Sense · Ben Carlson
The Biggest Argument in Finance Right Now
David Sherry · David Sherry
What I currently think of markets (July 8)
Building Rome(s) · Aadil Maan
BA 27A/52: Working with Difficult Engineering Managers
Matt Brown
The Golden Age of Vertical ERPs - Part 1/3
Climate Tech VC
🌎🚀 We’ve moved websites!
Movements · Adam Feldman
Municipal ride-sharing booms | July 8, 2022
Loup Ventures
CarPlay Meets Payments
Loup Ventures
CarPlay Will Take Computer On Wheels To Next Level
Hunter Walk
50+ Free Guides To Startup HR, Recruiting, Leadership ++
Loup Ventures
Tesla’s Growth Story Is Misunderstood
Net Interest · Marc Rubinstein
The Hedge Fund, the Bank and the Broker: How It All Fits Together
Balderton
Superhero CFOs: how an optimal tech stack helps reveal great powers
Clouded Judgement · Jamin Ball
Clouded Judgement 7.8.22
Not Boring · Packy McCormick
Weekly Dose of Optimism
David Paul · David Paul
How I Sourced Two Product Hires for a Portfolio Company
The Diff
Trustpilot and Brand Inflections
This Week in Fintech
This Week in Fintech (7/8)
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