FRI 02 OCT 2026 · 99 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…

Thursday, 9 September 2021

20 pieces
Accelerated · Justine & Olivia
How did Coinbase get its first users?
The Micromobility Newsletter · Team M
🎟️ Last Chance to Save $400
Jason Stoffer
Remitly S-1
Digital Native · Rex Woodbury
Why NFTs Aren't the Next Asset Bubble
AVC · Fred Wilson
Generalist vs Specialist
Gen Z Voice · Thomas Lombardozzi
Titan Democratizing Wealth Management
Abhishek Maran · Abhishek Maran
The Traditional Two-Sided Marketplace is Dead
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