TUE 29 SEPT 2026 · 93 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…

Monday, 3 January 2022

28 pieces
Tanay's Newsletter · Tanay Jaipuria
Crypto meets Consumer Finance: Part 2
This Week in Fintech
This Week in Policy (1/3)
Jordan Cooper · Jordan Cooper
Pace II
Jordan Cooper · Jordan Cooper
Pace II
This is Going to be BIG · Charlie O'Donnell
VCs with Ignorant Views on Race Have No Place in Venture Capital
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Can Anything Slow Down the Housing Market?
Not Boring · Packy McCormick
The Laboratory for Complex Problems
The Sociology of Business · Ana Andjelic
Lessons from Cash App
99% Derisible · Yoni Rechtman
2021 Reading List
Ian's Blog: Nominal Returns · Ian Gutterman
The First Annual Predictions Column

Sunday, 2 January 2022

8 pieces
Tough Venturing · John Tough
2022 & Hiring
Tough Venturing · John Tough
2022 & Hiring
A Wealth of Common Sense · Ben Carlson
2021 Was One of the Best Years in the Stock Market History
Accelerated · Justine & Olivia
🚀 Can you ~manifest~ fame?
Below the Line by Kevin LaBuz · Kevin LaBuz
#105 - The Most Important Metric (Best of 2021)

Saturday, 1 January 2022

1 pieces
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