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…

Friday, 18 February 2022

2 pieces
Tomasz Tunguz · Tomasz Tunguz
The Sales Sandwich

Thursday, 17 February 2022

31 pieces
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Can DAOs Unlock Democratic Decision-Making?
A Wealth of Common Sense · Ben Carlson
How Much Do You Need For a Down Payment?
Erik de Stefanis · Erik de Stefanis
What is an SPV and how do they work?
Newcomer · Eric Newcomer
Elad Gil Wants You To Live Longer
Reaction Wheel · Jerry Neumann
Addressing Uncertainty, an overview
Foundation Capital
How to Build a Decacorn
Abhishek Maran · Abhishek Maran
Optimising Ethereum
Tomasz Tunguz · Tomasz Tunguz
10 Lessons Learned after $5B of M&A
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