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WED 30 SEPT 2026 · 80 new pieces this week

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Select picks in the past month
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

Friday, 5 November 2021

9 pieces
Sam Altman · Sam Altman
Helion
Mouro Capital
As their users get older, wealthtech apps remember that family matters
OpenView Partners
Playbook: Scale to $100M+ ARR with a Usage-Based Pricing Model
Dorm Room Fund
Trying to find more meaning in 2020, she moved to London
This Week in Fintech
This Week in Fintech (11/5)
Climate Tech VC
🌍 Surfing towards regenerative investment
Chinese Characteristics · Lillian Li
Premium: Overview of Product-Led-Growth and implications for Chinese SaaS
Foundation Capital
How to Win
Securities by Lux Capital
Lux Recommends #302: Single-Cell Proteomics, Whale Communication, and Why Dogs Tilt Their Heads

Thursday, 4 November 2021

28 pieces
BIG by Matt Stoller · Matt Stoller
The Mustached Villain Behind the Rapid Covid Testing Shortage
A16Z Home Feed
Next Steps to Win the Future: New ideas for our web3 policy platform
Greylock News
How to Win the Startup War for Talent
Clouded Judgement · Jamin Ball
HashiCorp: Benchmarking the S-1 Data
Steven Sinofsky
BONUS: Competing with Lotus Notes
Amazon Chronicles · Tim Carmody
What Is Amazon Spending Money On?
Point72 Ventures
London Stock Exchange welcomes SparkChange and HANetf celebrating the launch of the the world’s first exchange-traded product (ETP) backed by physical EU carbon allowances (EUAs)
Eniac Ventures
Why we invested in Propelo
A Wealth of Common Sense · Ben Carlson
Where Should I Save For My Down Payment?
High Tea
🍾 Bucks Fizz #31
Dawn Capital
SaaS Foundations: Hiring to succeed in B2B. A tool to help you know when to hire AEs
Dawn Capital
SaaS Foundations: Hiring to succeed in B2B. A tool to help you know when to hire AEs.
Chinese Characteristics · Lillian Li
Abridged: Data as a factor of production
Loup Ventures
Zillow Wouldn’t Kill The Golden Goose
First Round Review
The Feedback Founders Need to Hear — How to Grow Yourself To Grow The Company
Founder Collective
A Getting Started Guide for Female Angel Investors
A16Z Future
The Future of Kidtech: A Web Browser for the Under-10 Set
Femstreet
Me, My Teen Self and Instagram
Greylock News
Congrats, Aurora!
Peter G Schmidt · Peter G Schmidt
EBITDA Multiples are Dead
Raviraj Jain
Driving Innovation: Aurora Goes Public
Sequoia Capital
Aurora IPO: The Road Ahead
A16Z Home Feed
Investing in Mythical Games
Not Boring · Packy McCormick
Rivian: The Most Remarkable Adventure
The Diff
iBuying is as Hard as it Looks
OpenView Partners
2021 State of Usage-Based Pricing
AVC · Fred Wilson
Traveling Again
Tomasz Tunguz
The 100x ARR Multiple

Wednesday, 3 November 2021

3 pieces
Abhishek Maran · Abhishek Maran
DeFi 2.0: Introducing Creativity to Finance
Apex Venture Studio
IPO Radar - Allbirds
Insight Partners
Overcoming the Restraining Forces of Growth with S.C.A.L.E.
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