WED 30 SEPT 2026 · 78 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…

Sunday, 31 October 2021

6 pieces
A Wealth of Common Sense · Ben Carlson
The United States Has Been Going Broke For Decades
Below the Line by Kevin LaBuz · Kevin LaBuz
#97 - Sweetgreen vs. DoorDash
X 100PRD · Angelo
A Meta Note About Brand
The Generalist · Mario Gabriele
DAOs: Absorbing the Internet
The Generalist · Mario Gabriele
DAOs: Absorbing the Internet

Saturday, 30 October 2021

3 pieces
This Week in Fintech
This Week in Fintech (10/30)

Friday, 29 October 2021

25 pieces
Daily Consumer · Damir Becirovic
Daily Consumer #16 - Q3 Earnings Recap
Chinese Characteristics · Lillian Li
Premium: Data as a factor of production
A Wealth of Common Sense · Ben Carlson
The 10 Most Dangerous Words in Investing
Newcomer · Eric Newcomer
Flying Cars, Utopias & the Metaverse
Net Interest · Marc Rubinstein
Fancy a Flutter
Jordan Cooper · Jordan Cooper
On taking and giving credit
Jordan Cooper · Jordan Cooper
On taking and giving credit
Clouded Judgement · Jamin Ball
Clouded Judgement 10.29.21
This Week in Fintech
This Week in Fintech (10/29)
Tough Venturing · John Tough
$555 billion for climate in latest bill
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