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FRI 02 OCT 2026 · 100 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsBanking & Capital MarketsCybersecuritySemiconductors

Tuesday, 27 July 2021

17 pieces
Rougher Thoughts · Sarah Tavel
The Danger of Early Hype in Consumer Social
Sarah Tavel
The Danger of Early Hype in Consumer Social
Fintech Ruminations
The disintermediation of finance
Tough Venturing · John Tough
Climate Tech Fundraising Environment
Fintech Takes · Alex Johnson
Life Stage Products, Not Life Stage Marketing
Varun Sridhar · Varun Sridhar
Recommerce Enablement 1.0
CRV Insights
Make The Web Trusted and Safe, Again — CRV’s Investment in ActiveFence
Sequoia Capital
Landis: The Path Home
A16Z
Investing in Valora
The Diff
Definite Optimism and the M&A Metagame
Venture Upward · David Beisel
The Value of Writing
Obvious Ventures
RVs Get Electrified: Investing in Lightship
AVC · Fred Wilson
Cash on Cash vs IRR
Balderton
Backing employees’ wellbeing; why we invested in Cobee.
Dorm Room Fund
Female Founder Track launches for the fourth time
Balderton
On building the next data infrastructure for Enterprise AI
Loup Ventures
Tesla Margins Hint at Tech Profitability

Monday, 26 July 2021

23 pieces
Tanay's Newsletter · Tanay Jaipuria
Streaming, COVID-19, and the Changing Theatrical Window
Forward Thinking · Mat Sherman
Get There Alone
Excoastal · Evan Lonergan
A Week of Mega Rounds in the Midwest
A Wealth of Common Sense · Ben Carlson
As Good As it Gets?
AVC · Fred Wilson
100% Solar Match
NICOLAS VON BLOTTNITZ
Warmly, Native Voice, Spreadsheet.com, Turquoise Health, Breakr— 26th July, 2021
Tough Venturing · John Tough
Home Base & Knowledge Sharing
Electric Capital
From Digital Oil to a Digital Nation — Narratives for Ethereum in 2021
Deconstructor of Fun
Part 2: How Netflix could become the 'Netflix of Gaming'
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Netflix of Homebuilders
The Micromobility Newsletter · Team M
🏆 How to Win More Permits
Ian's Blog: Nominal Returns · Ian Gutterman
Will Willis Win A Winning Buyer…Redux!
Saastr
Dear SaaStr: Should a Startup Founder Handle Sales Themself When First Getting Started?
My Climate Journey · Jason Jacobs
Episode 167: A Carbon-Free Internet with Director of Energy at Google, Michael Terrell
First1000 · Ali Abouelatta
📊 Mixpanel
Chinese Characteristics · Lillian Li
Pinduoduo: Together, More Bull, More Bear, More Fun
Not Boring · Packy McCormick
Together, More Bull, More Bear, More Fun
The Diff
The Great Depression in a Major Key
Climate Tech VC
🌎 Green capital is heating up #64
Venture Prose
2020 was just a test...
Tomasz Tunguz
The Decline of Venture Debt at the Early Stage
Primary Ventures
The Great Reemergence and a Record-Breaking Quarter for Seed Deals in New York
Hunter Walk
Tech Reporters, You’re Being Played By Using “Oversubscribed” To Describe Successful Funding Rounds
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