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, 20 December 2021

29 pieces
Pirate Wires · Mike Solana
Rorschach
Greylock News
Year in Review
General Catalyst
A Milestone for Samsara
Tough Venturing · John Tough
Promotions at Energize
Socratic Tech Newsletter · Sam Cash
Accelerating waves in technology
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Massive ETF Inflows
The Sociology of Business · Ana Andjelic
Why VCs should pay attention to brands
This Week in Fintech
This Week in Policy (12/20)
AVC · Fred Wilson
The Pull Forward
Ian's Blog: Nominal Returns · Ian Gutterman
Home Alone… With An Insurance Claim
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