FRI 02 OCT 2026 · 105 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, 24 August 2021

33 pieces
Amazon Chronicles · Tim Carmody
Tolkien and Amazon’s Fight for a Franchise
The Micromobility Newsletter · Team M
🧐 Inside Bird’s Pre-IPO Finances
A Wealth of Common Sense · Ben Carlson
A Very Good Year in the Stock Market
Pirate Wires · Mike Solana
American Taliban
Notorious PLG · Zach DeWitt
8.24.21 Notorious PLG
Newcomer · Eric Newcomer
A New Podcast: Dead Cat
Fintech Takes · Alex Johnson
How Mid-size Banks Can Survive Fintech
Tough Venturing · John Tough
Energize leads $60M Series C for Urbint
AVC · Fred Wilson
Office Utilization
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