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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsCybersecurityBanking & Capital MarketsRetail & E-commerce

Wednesday, 20 October 2021

6 pieces
The Rebooting
The dangers of morality plays 
AVC · Fred Wilson
The Mainstreaming Of Crypto
OpenView Partners
My Product Isn’t Designed for PLG: How Can My Business Become Product-Led?
Menlo VC
Strengthening Our Team: Croom Beatty Promoted to Partner & Grace Ge Promoted to Principal
AfterWork Reading
What can Romantic poets teach us about marketing?
Creandum
Denmark in 2021: The B2B (SaaS) capital of Europe

Tuesday, 19 October 2021

29 pieces
First1000 · Ali Abouelatta
100 Top VCs between 45.25 and 44
Newcomer · Eric Newcomer
The Story of a Cap Table: GitLab
A Wealth of Common Sense · Ben Carlson
Economic Side Effects From the Pandemic
Notorious PLG · Zach DeWitt
Notorious PLG 10.19.21 (Special Edition)
Pirate Wires · Mike Solana
Lock the Doors
The Micromobility Newsletter · Team M
🐤 Bird Scoops $150M
Greylock News
Moving the World Through Story
Andy Weissman
Delusions
Andy Weissman
Delusions
G2VP
Why We Invested in Wonolo
A16Z Future
The Brazen Strategy Behind China Tech’s Growth
Li Jin
Atelier Ventures and Variant Fund are joining forces
Li Jin
Atelier Ventures and Variant Fund are joining forces
World Positive · Andrew Beebe
The New New Deal
Meera Clark
The New New Deal
Venture Unlocked · Samir Kaji
LP Roundtable with Chris Douvos (Ahoy Capital), Beezer Clarkson (Sapphire Partners), Guy Perelmuter (GRIDS Capital) on opportunity funds, red flags they watch for, and the state of the market.
MaC Venture Capital
MaC’s investment in Dance Church
Ian's Blog: Nominal Returns · Ian Gutterman
Mattress Mack Learns His Lesson
The Diff
Gamestop Remains a Mystery
The Diff
Gamestop Remains a Mystery
Newcomer · Eric Newcomer
Blood Sport (w/ Erin Griffith)
Fintech Takes · Alex Johnson
A Tale of Two SPACs
A16Z
The New Go-To-Market Playbooks for Digital Health Startups
Talent Venture Group
Preppio: Investing in Employee Onboarding
OpenView Partners
Figma’s Kyle Parrish on Using Brand Stewardship to Integrate Sales and PLG
Patent Drop
#043 PATENT DROP - Mastercard, Nvidia & Microsoft
NICOLAS VON BLOTTNITZ
Pomelo, Yup, Humming Homes, Scholarships360 –18th October, 2021
Tomasz Tunguz
Hex - The Best Product for the Technical Analyst
Tomasz Tunguz
Using the Reversal Mental Model to Invest Better

Monday, 18 October 2021

5 pieces
Tanay's Newsletter · Tanay Jaipuria
Understanding the Instant-Delivery Phenomenon
Loup Ventures
Apple’s Beating Intel At its Own Game
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 32: Alyson Welch (Twilio)
Venture Unlocked · Samir Kaji
We are hiring on the investment team at Allocate!
General Catalyst
Jefferson Partnership
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