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…

Wednesday, 27 October 2021

13 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Hyperinflation, It’s Happening
Digital Native · Rex Woodbury
Throughlines (Part I)
A16Z Home Feed
Investing in ClickUp
AVC · Fred Wilson
Web3 vs Web2
Kyle Poyar's Growth Unhinged · Kyle Poyar
Here’s how to stop churn
A16Z Home Feed
Jai Ramaswamy

Tuesday, 26 October 2021

27 pieces
Core Innovation Capital
Mercenary Impact
Elizabeth Weil · Elizabeth Weil
The Hiring Myth Startups Are Told
Notorious PLG · Zach DeWitt
Notorious PLG 10.26.21
Foundation Capital
FC BUILD_Enterprise 2021
The Micromobility Newsletter · Team M
🇫🇷 The Next Copenhagen
A Wealth of Common Sense · Ben Carlson
Ownership Inequality in the Stock Market
Newcomer · Eric Newcomer
Looking Back on Newcomer's First Year
A16Z Home Feed
Investing in Patina
Peter G Schmidt · Peter G Schmidt
Hic Sunt Leones
Ideas from Bain Capital Ventures
The Future Of Money: A Complete Revolution
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