SUN 27 SEPT 2026 · 97 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, 14 June 2022

9 pieces
Venture Upward · David Beisel
Deal Velocity
Stealing Signs · Jackson Bubala
The Cost of Paper Checks
Gen Z Voice · Thomas Lombardozzi
Reality → Tokenproof.xyz
My Climate Journey · Jason Jacobs
Our Investment in Terra.do
Tanay's Newsletter · Tanay Jaipuria
Successful Companies and Creating New Job Categories

Monday, 13 June 2022

18 pieces
Collaborative Fund
Too Far
Accelerated · Justine & Olivia
🚀 Is getting an MBA worth it?
99% Derisible · Yoni Rechtman
If it isn't going to work, just shut it down.
Not Boring · Packy McCormick
Ginkgo Bioworks: The Organism Company
Ian's Blog: Nominal Returns · Ian Gutterman
How To Win When A Bubble Pops? Be Captain Obvious
A Wealth of Common Sense · Ben Carlson
Talk Your Book: High Quality Growth Stocks
The Sociology of Business · Ana Andjelic
Building a personal brand
BIG by Matt Stoller · Matt Stoller
Open Thread
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The Rise Of The Neo Neo Lab
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