MON 28 SEPT 2026 · 94 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, 22 February 2022

24 pieces
Collaborative Fund
Write Two Letters
Newcomer · Eric Newcomer
Super Pumped
Grant Demeter · Grant Demeter
Markets by Grant | FamTech
Kyle Harrison
Kids 3.0
A Wealth of Common Sense · Ben Carlson
The 3 Ways to Win During a Market Correction
The Micromobility Newsletter · Team M
🥡 Zoomo Picks Up $20M
Ian's Blog: Nominal Returns · Ian Gutterman
Shrinkflation in the Florida Insurance Market
First1000 · Ali Abouelatta
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