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WED 30 SEPT 2026 · 83 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

Wednesday, 17 November 2021

16 pieces
Venture Upward · David Beisel
Board Meeting Cacophony
SignalFire
Care-Now-Pay-Later: Why SignalFire is leading $15M for PayZen
Ian's Blog: Nominal Returns · Ian Gutterman
Get Informed: Now Showing At A Screen Near You!
A16Z Home Feed
Investing in Overwolf
Fintech Takes · Alex Johnson
Intent Matters in Product Development
Antoine Nivard · Antoine Nivard
When the VC playbook needs to be rewritten
7wire Ventures
Our Investment in MedArrive
My Climate Journey · Jason Jacobs
Our Investment in Moment Energy
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everyone Hates Inflation
Digital Native · Rex Woodbury
The Cambrian Explosion in Software and Content
The Rebooting
SKU media vs brand bundles
AVC · Fred Wilson
The David Prize
Earlybird's Insights
How to Tailor VC Communications to Your Audience
Sequoia Capital India
GoKwik: Building the enablement stack for e-commerce
Sequoia Capital India
Start less, finish more
Tomasz Tunguz
Words Like Loaded Pistols

Tuesday, 16 November 2021

24 pieces
A16Z Future
Blockchain Networks and the Human Factor: How to Know Whether They’re Accessible
Foundation Capital
FC BUILDs: William Gaybrick, CPO at Stripe
Matt Turck
In Conversation with Aaron Katz, Co-Founder & CEO, ClickHouse
Newcomer · Eric Newcomer
Tech Workers of the World Unite. Or Don't.
Venture Unlocked · Samir Kaji
Kindred Ventures Kanyi Maqubela on large firms entering seed, the challenges of rising valuations, and the nuances of portfolio construction
Lux Capital
Danny Crichton joins Lux Capital as head of editorial
Matt Roberts
Matt Roberts's Newsletter - Issue 1
Notorious PLG · Zach DeWitt
Notorious PLG 11.16.21
David Sherry · David Sherry
My Exit + Bear Market Strategy
Battery Ventures
A Covid-19 Reckoning for Consumer Marketplaces? Our Take on Current “Stay-at-Home” vs. “Recovery” Trends, and How Founders Should Navigate the New Reality
A Wealth of Common Sense · Ben Carlson
The Current State of the Economy & Markets
Redpoint Ventures
Redpoint Office Hours Recap: Lessons Learned from 10+ Years Scaling Zendesk’s Engineering and…
The Micromobility Newsletter · Team M
✍️ Infrastructure Bill Becomes Law
Greylock News
Intentional Diversity
Lightspeed Venture Partners
Web3, Crypto & Learning
Ideas from Bain Capital Ventures
Noteable, Collaboration And The Modern Data Stack
My Climate Journey · Jason Jacobs
Our Investment in BlocPower
First Round Review
The Best Leaders are Feedback Magnets — Here’s How to Become One
First1000 · Ali Abouelatta
✍️ Substack
Redpoint Ventures
Embedded Fintech: Which financial services should be embedded? (Part II)
Medha Agarwal
Embedded Fintech: Which financial services should be embedded? (Part II)
A16Z
How to Move Money in the 21st Century
Cowboy Ventures
Breaking Through The (DevTool) Noise
Grounded
Learning, earning, and web3 - why I'm jumping in
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