WED 30 SEPT 2026 · 82 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, 15 November 2021

23 pieces
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 34: Anand Chandrasekaran (Five9 acq. by Zoom)
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 34 Transcript
Ideas from Bain Capital Ventures
Get To Know A BCV Associate: Zeeza Cole
The Diff
On Jargon
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Crypto Goes Mainstream
Ian's Blog: Nominal Returns · Ian Gutterman
Informed Insurance: The First InsureTeach
Not Boring · Packy McCormick
Let's Buy the US Constitution
The Sociology of Business · Ana Andjelic
The next Supreme will come from the metaverse
Sequoia Capital India
Five Tips to Kick-start Growth

Sunday, 14 November 2021

4 pieces
Newcomer · Eric Newcomer
Gather in the Metaverse
My Climate Journey · Jason Jacobs
China is a Cleantech Laboratory
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