FRI 02 OCT 2026 · 93 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, 29 September 2021

24 pieces
Amazon Chronicles · Tim Carmody
So Many Cameras, in Search of a Vision
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Richer Than Ever
Tough Venturing · John Tough
Energize Announces $330M Fund II
This Week in Fintech
Signals 2.2 (Q2 2021)
Newcomer · Eric Newcomer
Three Down

Tuesday, 28 September 2021

2 pieces
Notorious PLG · Zach DeWitt
Notorious PLG 9.28.21
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