THU 01 OCT 2026 · 75 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, 10 October 2021

4 pieces
Below the Line by Kevin LaBuz · Kevin LaBuz
#94 - Business Casual
The Generalist · Mario Gabriele
OpenSea: The Reasonable Revolutionary
The Generalist · Mario Gabriele
OpenSea: The Reasonable Revolutionary

Friday, 8 October 2021

24 pieces
A Wealth of Common Sense · Ben Carlson
Why Budgets Make People Angry
Making Connections by Jax
Leaving Art on the Street
Net Interest · Marc Rubinstein
Big Tech Does Finance
Clouded Judgement · Jamin Ball
Clouded Judgement 10.8.21
Anthemis Insights
Why We Invested: Ejara
David Sherry · David Sherry
Creating Liquidity from Thin Air.
Point Nine News
Helping builders build
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