TUE 29 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, 11 January 2022

24 pieces
Blockchain Capital Blog
WTF is Data Availability?
A Wealth of Common Sense · Ben Carlson
Why Isn’t the Stock Market Down More Right Now?
Continuations · Albert Wenger
A Short Note on Persistent Practices
First1000 · Ali Abouelatta
🤷‍♀️The Trust Paradox
Short-Formed · Anu Atluru
Community Fission & Fusion🪆
David Paul · David Paul
Three Non-Negotiable Founder Traits
BIG by Matt Stoller · Matt Stoller
Ivy League Cartel Sued for Price-Fixing
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