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…

Tuesday, 21 September 2021

32 pieces
Notorious PLG · Zach DeWitt
Notorious PLG 9.21.21
A Wealth of Common Sense · Ben Carlson
The Consequences of a Market Correction
Pirate Wires · Mike Solana
My Body, My Choice
Erik Torenberg
The Hunter Economy
The Micromobility Newsletter · Team M
💨 Gogoro Goes for SPAC Deal
BIG by Matt Stoller · Matt Stoller
The Subversion of Patents
Venture Upward · David Beisel
Getting a Deal Done is Only the First Step
My Climate Journey · Jason Jacobs
Our Investment in Crusoe Energy
Newcomer · Eric Newcomer
The Facebook Philes
AVC · Fred Wilson
Citibiking (Continued)
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