WED 30 SEPT 2026 · 77 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…

Monday, 11 October 2021

21 pieces
Jordan Cooper · Jordan Cooper
The Robot I Want
This is Going to be BIG · Charlie O'Donnell
Why Becoming a Dad Makes Me Want to Invest in More Startups
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Real Estate Alongside Harvard
Ian's Blog: Nominal Returns · Ian Gutterman
Recurring Transitory Inflation and Personal Lines Profitability
The Sociology of Business · Ana Andjelic
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Sunday, 10 October 2021

7 pieces
Nongaap Investing · Mike
[Premium QN] Re-Fueling on Equity
Day by Jay · Jackie DiMonte
Day by Jay #12: The hard stuff
A Wealth of Common Sense · Ben Carlson
How Much Should You Spend on Your House?
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