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…

Friday, 8 July 2022

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The End of Web3

Thursday, 7 July 2022

25 pieces
Aashay Sanghvi
Refocusing
Erik de Stefanis · Erik de Stefanis
Syndicate LP Update
BIG by Matt Stoller · Matt Stoller
Buckraking: Did A Medical Monopolist Buy Off CNN?
A Wealth of Common Sense · Ben Carlson
What Should Long-Term Investors Buy During a Bear Market?
My Climate Journey · Jason Jacobs
Accelerating India's EV Transition with BOLT
Venture Unlocked · Samir Kaji
What's happening in growth stage VC?
The Rebooting
Toxic positivity
Ian's Blog: Nominal Returns · Ian Gutterman
Breaking News: Informed Announces Major Hire
Ian's Blog: Nominal Returns · Ian Gutterman
Breaking News: Informed Announces Major Hire
Daniel Chesley
Keeping it SaaSy
Not Boring · Packy McCormick
Making Moonshots
Apex Venture Studio
An American in Berlin
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