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MON 28 SEPT 2026 · 91 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, 28 January 2022

20 pieces
Sparrow One
The rise of unpronounceable brands
BIG by Matt Stoller · Matt Stoller
Larry Summers Honors Stephen Breyer's "Progressive Deregulation of Airlines"
Movements · Adam Feldman
Entering the Decade of the Cargo Bike
Net Interest · Marc Rubinstein
The Power Law
Loup Ventures
Investors Look Past Tesla’s Impressive Results
Lightspeed Venture Partners
Why Lightspeed doubled-down on Zapp to get your daily essentials delivered in minutes
Ryan Caldbeck · Ryan Caldbeck
Why Startup Experience is So Important….at a Startup
A16Z Future
How to Excel in Tech Without Learning to Code
Loup Ventures
TSLA Is Overvalued – Taking On the Religion of Tesla
Clouded Judgement · Jamin Ball
Clouded Judgement 1.28.22
Dorm Room Fund
We’re looking for a director of operations and community
The Diff
Learning from Overdetermined Failure
This Week in Fintech
This Week in Fintech (1/28)
David Paul · David Paul
Financial Models for Early Stage Companies
Climate Tech VC
$40B 2021 climate venture recap
Loup Ventures
We Shouldn’t Be Surprised by Apple’s Results
Loup Ventures
Loup TV 136: A Memorable Quarter for Apple
Equal Ventures
Congratulations to Leap on its $50M Series B
A16Z Home Feed
B2B Marketplaces → Financial Operating System (Fintech January Newsletter)
Tomasz Tunguz · Tomasz Tunguz
Expect Your VP Product to Sign Up for a Lead Quota

Thursday, 27 January 2022

20 pieces
A Wealth of Common Sense · Ben Carlson
When Will the Stock Market Bottom?
Greylock News
Taking it to the Next Level
Human Ventures
The Future of Social Connection Isn’t Fueled by Alcohol
Susa Ventures
Our Investment in FarmRaise
Equal Ventures
Congratulations to Leap on its $50M Series B
Kevin Stevens
Why did late-stage valuations skyrocket?
Kevin Stevens
Why did late-stage valuations skyrocket?
First Round Review
Your Startup’s Management Training Probably Sucks — Here’s How to Make it Better
TCV
Building the Rocket Ship as You Pilot It: How Trulioo Navigated a New CEO, Global Expansion, and COVID During a Period of Hypergrowth
Kara Nortman · Kara Nortman
The Consumerized Enterprise is the best thing to happen to software since its name changed to SaaS
Kara Nortman · Kara Nortman
The Consumerized Enterprise is the best thing to happen to software since its name changed to SaaS
Kara Nortman · Kara Nortman
The Consumerized Enterprise is the best thing to happen to software since its name changed to SaaS
Lerer Hippeau
A Conversation on Digital Marketing with Shane Hegde, CEO of Air
The Diff
The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Lightspeed Venture Partners
MAYD: Keeping sick people home
Fintech Takes · Alex Johnson
Fintech Enters the Era of Distribution
Chinese Characteristics · Lillian Li
State of Chinese unicorns 2021
A16Z Home Feed
Investing in Vesta
Apex Venture Studio
Startup Spotlight: Okra
OpenView Partners
What is Minimum Viable Security (MVS)?
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