MON 28 SEPT 2026 · 92 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, 4 February 2022

23 pieces
Movements · Adam Feldman
Movements | February 4, 2022
Forward Thinking · Mat Sherman
What is the Future of Equity?
Net Interest · Marc Rubinstein
Follow the Money
Clouded Judgement · Jamin Ball
Clouded Judgement 2.4.22
BIG by Matt Stoller · Matt Stoller
As the Big Tech World Turns
BIG by Matt Stoller · Matt Stoller
Mergers Ruin Everything
My Climate Journey · Jason Jacobs
Our Investment in Fleetzero
This Week in Fintech
This Week in Fintech (2/4)

Thursday, 3 February 2022

12 pieces
Jordan Cooper · Jordan Cooper
Swapping Stamps
Jordan Cooper · Jordan Cooper
Swapping Stamps
Abhishek Maran · Abhishek Maran
Decentralising the 'Decentralised'
A Wealth of Common Sense · Ben Carlson
The Difference Between a Portfolio and a Plan
Venture Upward · David Beisel
Trust the Words, Check the Numbers
Fintech Takes · Alex Johnson
Fintech Fire Alarms: January, 2022
David Sherry · David Sherry
Here Comes Disruption
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