SUN 27 SEPT 2026 · 98 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…

Monday, 27 June 2022

13 pieces
Not Boring · Packy McCormick
Web3 Use Cases: The Future
This is Going to be BIG · Charlie O'Donnell
The Philosophy that Underpins the Right: It's Not What You Think
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Expanding Access to Private Markets
The Sociology of Business · Ana Andjelic
Micro consumer
AVC · Fred Wilson
The Case For EVs
Montage Sequence · Sriram Krishnan
SriramK Montage Sequence #2
BIG by Matt Stoller · Matt Stoller
Open Thread
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