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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…
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Tuesday, 10 August 2021

6 pieces
The Diff
The Other Escape from the Middle-Income Trap
Vickram Pradhan
Don't Sleep on Brick-and-Mortar Care
The Consumerist · Ross Barry
Consumer Marketplaces: Towards Curation
Tough Venturing · John Tough
The Summer Associate Program
Pirate Wires · Mike Solana
Trillion Dollar Paint Job
Li Jin
The creator economy is in crisis. Now let’s fix it.

Monday, 9 August 2021

33 pieces
Tanay's Newsletter · Tanay Jaipuria
How Amazon Works
John Street Capital
Buy Now, Pay Later & Payment Ramifications
A16Z
Doubling Down on SentiLink
Notorious PLG · Zach DeWitt
8.9.21 Notorious PLG
Making Connections by Jax
Local vs Global Maxima
Equal Ventures
Equal Ventures Hiring MBA Research Interns
Equal Ventures
Equal Ventures Hiring Associate
AVC · Fred Wilson
Science To The Rescue
NICOLAS VON BLOTTNITZ
Creoate, Bina, Correlated, Humanity, Torpago— 9th August, 2021
A16Z
Crypto & The Infrastructure Bill — Fact Sheet
7wire Ventures
In the feeding frenzy of health tech dealmaking, the little fish wield power
A Wealth of Common Sense · Ben Carlson
Does It Make Sense To Use Your House as a Savings Vehicle?
Grant Demeter · Grant Demeter
Markets by Grant | Personalized Fashion Ecommerce
Equal Ventures
Equal Ventures Hiring MBA Research Interns
Equal Ventures
Equal Ventures Hiring Associate
Margins of Medicine · Sherman Leung
Disparities in Kidney Care
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Dual Impact ETFs
Venture Unlocked · Samir Kaji
Assessing the world of opportunity funds
My Climate Journey · Jason Jacobs
Our Investment in Remora
USV
Remora
Climate Tech VC
🌍 Captured carbon captures emotions
First1000 · Ali Abouelatta
Juno: The Costco of Student loans
My Climate Journey · Jason Jacobs
Episode 169: The future of protein is based in fungi, with Nature's Fynd's CEO, Thomas Jonas
Tough Venturing · John Tough
Energy Transition M&A: Aurora Solar acquires Folsom Labs
Not Boring · Packy McCormick
Status Monkeys
Founder Collective
6 Lessons learned from funding startups with long sales cycles
Nongaap Investing · Mike
[Premium] Governance Musings
Uncork Capital
A New Era at Uncork
Dorm Room Fund
Sreya Parakala on consulting vs. VC
Erik Torenberg
Software is Eating the World, Revisited
Lolita Taub
🥳 You'll receive our lu.ma community invite shortly. Sign-up & RSVP by 8/20. Details inside.
AfterWork Reading
Why we're excited to invest in Gen Z founders
Tomasz Tunguz
The Optimal Pricing Strategy for Your Startup - Office Hours with Madhavan Ramanujam

Sunday, 8 August 2021

1 pieces
Sunday Snapshots · Sidhartha Jha
The Power Broker by Robert Caro, Pt. I
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