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…

Wednesday, 29 December 2021

8 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: When to Sell a Growth Stock
The Flywheel · Jake Singer
Hardly Working
Continuations · Albert Wenger
Web3/Crypto: Why Bother?
Newcomer · Eric Newcomer
Defogging Our 2021 Amnesia
Tomasz Tunguz · Tomasz Tunguz
Five Predictions for 2022

Tuesday, 28 December 2021

8 pieces
A Wealth of Common Sense · Ben Carlson
The Best Books I Read in 2021
Pirate Wires · Mike Solana
Happy New Year, I have Covid 🍸
Tanay's Newsletter · Tanay Jaipuria
Crypto meets Consumer Finance

Monday, 27 December 2021

10 pieces
A Wealth of Common Sense · Ben Carlson
My Favorite Charts of 2021
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Listener Mailbag
The Sociology of Business · Ana Andjelic
2021 Round Up
David Paul · David Paul
2021 - "50 Wins for the Year"

Sunday, 26 December 2021

5 pieces
Steven Sinofsky
060. ILOVEYOU
This Week in Fintech
This Week in Fintech (12/26)
Below the Line by Kevin LaBuz · Kevin LaBuz
#104 - Spotify's Second Act (Best of 2021)

Saturday, 25 December 2021

3 pieces
A Wealth of Common Sense · Ben Carlson
The Future of the Movie Industry
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