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MON 28 SEPT 2026 · 96 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

Friday, 29 April 2022

8 pieces
Peter G Schmidt · Peter G Schmidt
Social Media Inflection Points
David Paul · David Paul
Great Reads on 2022 Valuations
Clouded Judgement · Jamin Ball
Clouded Judgement 4.29.22
The Diff
Refactoring Restaurants
This Week in Fintech
This Week in Fintech (4/29)
Climate Tech VC
🌎 The missing link to net zero
Loup Ventures
Apple’s Supply Chain Chatter Hides the Big Picture
Tomasz Tunguz · Tomasz Tunguz
The Critical Question Facing Web3 Infrastructure Startups

Thursday, 28 April 2022

32 pieces
Matt Turck
The great VC pullback of 2022
Li Jin
The Ownership Economy 2022
Li Jin
The Ownership Economy 2022
Kyle Harrison
Cash—Kingmaker or Killer?
Kara Nortman · Kara Nortman
From solving “your” problem to solving “our” problem: the value of design partners
Kara Nortman · Kara Nortman
From solving “your” problem to solving “our” problem: the value of design partners
A Wealth of Common Sense · Ben Carlson
Is It Time to Start Buying Growth Stocks?
Human Ventures
TBD Health Is Redefining Sexual Healthcare
Correlation Ventures
Thiel vs. AngelList. Who is Right?
Alter Global
Our Reflections on Female Health and Wellness Opportunities in Emerging Markets
Founder Collective
On Making Your Startup Inevitable
Eliot Durbin
Smallstep — Developer first certificate management, welcome to boldstart
Eliot Durbin
Smallstep — Developer first certificate management, welcome to boldstart
Point Nine News
The Meeting That Can Make Your Startup
Pirate Wires · Mike Solana
Elon Takes Twitter
Fractal Software
Why Vertical SaaS Companies Outperform During a Recession
A16Z Future
Leaky Bucket or Layer Cake? Why You Can’t Ignore GMV Retention
Alpaca VC
Welcome to the Herd, Venly
Newcomer · Eric Newcomer
Why Are Reporters So Opposed to "Free Speech"?
Chinese Characteristics · Lillian Li
Internet and the murmurs of post-modernity in China
Heartcore
🤩 Heartcore Consumer Insights
Ideas from Bain Capital Ventures
Why We Invested In Smallstep: Taking The Headache Out Of Certificate Management
USV
USV 2022 Funds
Startup Hacks · Alex Iskold
The Complete List of Series B Investors
Apex Venture Studio
3%
OpenView Partners
The Future of Product Led Growth Might Be Hiding Where You Least Expect It
My Climate Journey · Jason Jacobs
Startup Series: Making cities more livable with Dance
Not Boring · Packy McCormick
Primer: The Ambitious Home for Ambitious Kids
David Paul · David Paul
Heading to San Diego to Deal Source and Network!
The Diff
What Flavors Sell?
The Rebooting
Signaling premium
Tomasz Tunguz · Tomasz Tunguz
The Three Eras of Startup Valuations
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