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…

Thursday, 9 December 2021

1 pieces

Wednesday, 8 December 2021

36 pieces
The Micromobility Newsletter · Team M
⚡️ Announcing Micromobility World
Lightspeed Venture Partners
Lightspeed Introduces “The Creators”
Ian's Blog: Nominal Returns · Ian Gutterman
How The Era of Free Money Ends…Badly
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Most Crowded Stocks
Amazon Chronicles · Tim Carmody
Amazon Chronicles on Hiatus
The Generalist · Mario Gabriele
Levels: A Cultural Anomaly
The Generalist · Mario Gabriele
Levels: A Cultural Anomaly

Tuesday, 7 December 2021

3 pieces
Notorious PLG · Zach DeWitt
Notorious PLG 12.7.21
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