FRI 02 OCT 2026 · 101 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, 29 July 2021

30 pieces
Newcomer · Eric Newcomer
SOURCE: Third Point Bails on BlockFi
Chinese Characteristics · Lillian Li
Overview of the 14th Five Year Plan (Abridged Version)
A Wealth of Common Sense · Ben Carlson
9 Questions For The Bull Market
Next Big Thing · Nikhil Basu Trivedi
How fast is too fast?
Tough Venturing · John Tough
Electric Vehicles & The Infrastructure Bill
Anthemis Insights
Why We Invested: Amplify
Chinese Characteristics · Lillian Li
Premium: Overview of the 14th Five Year Plan
Not Boring · Packy McCormick
Is That a Family Office in Your Pocket?
AVC · Fred Wilson
The Lost Art Of Compromise
Gen Z Voice · Thomas Lombardozzi
Asynchronous Audio and Short $UBER
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