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…

Wednesday, 10 November 2021

26 pieces
BIG by Matt Stoller · Matt Stoller
Pharmacists and the Picket Line
Both Sides of the Table · Mark Suster
Density & the Future of Real Estate
A Wealth of Common Sense · Ben Carlson
Some Thoughts on the Highest Inflation Rate in 30 Years
BIG by Matt Stoller · Matt Stoller
The Truck Driver Shortage Is Not New. It's Policy.
My Climate Journey · Jason Jacobs
Our Investment in Evergrow
Fintech Takes · Alex Johnson
Fintech Fire Alarms: October, 2021
Battery Ventures
Doubling Down on Workato
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Great Quartr Guys
Digital Native · Rex Woodbury
Throughlines (Part II)
The Rebooting
Why design matters
Kyle Poyar's Growth Unhinged · Kyle Poyar
Why is usage-based pricing on the rise?
AVC · Fred Wilson
Buying Crypto Assets
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