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WED 30 SEPT 2026 · 86 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 TechRoboticsManufacturing & IndustrialsCybersecurityBanking & Capital MarketsRetail & E-commerce

Monday, 20 December 2021

17 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Massive ETF Inflows
VersionOne VC
Our favorite blog posts of 2021
TCV
Razorpay Raises $375 Mn Led by Lone Pine Capital, Alkeon Capital and TCV; Valuation Increases to $7.5 Bn
David Paul · David Paul
Do You Want a Top Tier Network? Target Operators
The Rebooting
The Slowdown's less frenetic approach to media
The Sociology of Business · Ana Andjelic
Why VCs should pay attention to brands
The Diff
Crypto, DAOs and Economic IP Protection
Stratechery
The 2021 Stratechery Year in Review
OpenView Partners
Top 3 Things We Learned from PLG123 in 2021
This Week in Fintech
This Week in Policy (12/20)
Climate Tech VC
🌎 2021’s year of climate by the headlines
AVC · Fred Wilson
The Pull Forward
Ian's Blog: Nominal Returns · Ian Gutterman
Home Alone… With An Insurance Claim
This Week in Fintech
This Week in Fintech UK & Europe (20/12)
Foundation Capital
Turing books $87M at a $1.1B valuation to help source, hire and manage engineers remotely
Stealing Signs · Jackson Bubala
An Intro to B2B Cross-Border Payments
A16Z Home Feed
The big ideas that fintech will tackle in 2022

Sunday, 19 December 2021

12 pieces
Elaine Zelby
3 Things: Metaverse Tour Guides, Infrastructure Accelerator, Crypto CAPTCHA
Accelerated · Justine & Olivia
🚀 E-comm roll-ups: 2021's hottest trend?
Steven Sinofsky
059. Scaling…Everything
A Wealth of Common Sense · Ben Carlson
Are 5 Stocks Really Carrying the Entire Stock Market?
David Sherry · David Sherry
Crypto Tea Leaves - Dec. 19, 2021
Newcomer · Eric Newcomer
Weekend Reading
My Climate Journey · Jason Jacobs
Tis’ the Season: Reducing Food Waste During the Holidays
Fintech Ruminations
2032: financial tales from planet Earth
Below the Line by Kevin LaBuz · Kevin LaBuz
4Q 2021 Quarterly Review
Femstreet
Creator coins; How to manage unhappy customers; Building a business that is both fulfilling and successful
The Generalist · Mario Gabriele
DST Global: The Quiet Conqueror
The Generalist · Mario Gabriele
DST Global: The Quiet Conqueror

Saturday, 18 December 2021

6 pieces
BIG by Matt Stoller · Matt Stoller
The World's Most Profitable Traffic Jam
The Diff
Longreads + Open Thread
Ed Sim
What's 🔥 in Enterprise IT/VC #268
This Week in Fintech
This Week in Fintech (12/18)
Daily Consumer · Damir Becirovic
Daily Consumer #20 - Planning for 2022
This Week in Fintech
This Week in Fintech - Asia | 18th Dec, 2021

Friday, 17 December 2021

5 pieces
Dorm Room Fund
How education startup Out of the Box builds preschool curriculums
Digital Native · Rex Woodbury
Creators, Culture, & Crypto: State of the Union
A Wealth of Common Sense · Ben Carlson
Finding Some Middle Ground Between Paul Volcker & Jerome Powell
Net Interest · Marc Rubinstein
The Financialisation of Art
Kunal Tandon · Kunal Tandon
El Cap Founders’ Letter
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