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WED 30 SEPT 2026 · 79 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

Tuesday, 2 November 2021

10 pieces
Insight Partners
Behind the Investment: Velocity – Ushering in the Next Wave of Software Development
Insight Partners
Behind the Investment: Velocity – Ushering in the Next Wave of Software Development
Menlo VC
A Unicorn Twice Over: Congratulations to Everlaw on Its $202M Series D
A Wealth of Common Sense · Ben Carlson
Markets in Everything
The Diff
NuBank: Cost Control and Banking the Underbanked
Talent Venture Group
Welcome to Wintrgarden: Meet Michelle and Léo
Anthemis Insights
Anthemis Group Closes $230 Million SPAC to Transform the Financial Services Industry
OpenView Partners
It’s Getting Hot in Here: Tips For Hiring Tech Talent In An Overheated Market
Sequoia Capital India
Key Design Choices for a Solid ESOP Plan
Pirate Wires · Mike Solana
The Shitposting Gods of Silicon Valley

Monday, 1 November 2021

23 pieces
NICOLAS VON BLOTTNITZ
Let’s Enhance, Vitable Health, Atlys, Coefficient, Moralis–1st November, 2021
Excoastal · Evan Lonergan
Hunt Club Raises a $10M Series A
Lightspeed Venture Partners
FlickPlay is where the creator economy and social networks converge
Loup Ventures
Loup Frontier Tech Benchmark: October 2021
Pratyush Buddiga · Pratyush Buddiga
On Cards, Crypto, and Christ
OpenVC.app
Introducing OpenVC - A better way for VCs to be found
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 33: Jaimie Buss (Zendesk)
Ajay Agarwal
BCV Is Hiring! Join Us As An Associate
Ideas from Bain Capital Ventures
BCV Is Hiring! Join Us As An Associate
Loup Ventures
Enjoy Tryout Passes The Test
Patent Drop
#044 PATENT DROP - Disney, Nvidia & EA
BIG by Matt Stoller · Matt Stoller
Hearing Aid Cartel Corrupts Build Back Better
First1000 · Ali Abouelatta
✍️ Newcomer
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 33 Transcript
AVC · Fred Wilson
The Metaverse
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Real-Time Betting Markets
My Climate Journey · Jason Jacobs
Episode 181: Oil & Gas' Role in the Energy Future with Digital Wildcatters' Collin McLelland
Not Boring · Packy McCormick
Minimally Extractive Meta
The Diff
Advertising and Strategic Consulting as the Asymptotes of Service Businesses
The Sociology of Business · Ana Andjelic
Deconstructing Zara's strategy
Climate Tech VC
🌎 $555b marked for climate in BBB funding #77
Hunter Walk
Vanity Fair’s Profile of The Rock is Just Fantastic
Tanay's Newsletter · Tanay Jaipuria
The current state of web3

Sunday, 31 October 2021

7 pieces
Steven Sinofsky
053. Strategy Tax: Outlook Storage, First Attempt
Nongaap Investing · Mike
[Premium] Equity Grant Signal: Trick or Treat?
David Sherry · David Sherry
Crypto's "Secret" is the Magnitude of Change.
My Climate Journey · Jason Jacobs
The Latest MCJ Happenings
Forerunner Insights
Giving Gen Z Careers a Boost; Introducing Ladder
Accelerated · Justine & Olivia
🚀 Tesla joins the trillion-dollar club
BIG by Matt Stoller · Matt Stoller
Open Thread: Health Care Edition
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