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FRI 02 OCT 2026 · 95 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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Monday, 19 July 2021

20 pieces
Point72 Ventures
Netradyne raises $150M to advance its AI technology
Point72 Ventures
Netradyne raises $150M to advance its AI technology
A Wealth of Common Sense · Ben Carlson
How the Stock Market Works
NICOLAS VON BLOTTNITZ
Marco, Sugar, Virtual Internships, MicroAcquire, DevRev— 19th July, 2021
Kevin Stevens
Fast Radius Merges with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 Billion
Kevin Stevens
Fast Radius Merges with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 Billion
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Invest By Avoiding the Losers
G2VP
Replacing Synthetic Nitrogen: Why We Invested in Pivot Bio
Energize Ventures
Fast Radius announces planned merger with ECP Environmental Growth Opportunities Corp.
Energize Ventures
Fast Radius announces planned merger with ECP Environmental Growth Opportunities Corp.
Tough Venturing · John Tough
Fast Radius merger with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 billion
My Climate Journey · Jason Jacobs
Episode 166: Resiliency, Automation, & The Energy Transition with Carnegie Mellon's, Costa Samaras
Eniac Ventures
Congratulations to Owlet!
Not Boring · Packy McCormick
Infinity Revenue, Infinity Possibilities
AVC · Fred Wilson
The Bad Marriage Problem
The Diff
Indirect-to-Consumer: The E-commerce Rollup Business
Climate Tech VC
🌍 The Biggest Loser: decarbonization edition #63
Patent Drop
#037 PATENT DROP - Amazon, Netflix & Ford
Deconstructor of Fun
No IDFA? No Problem! Apple Can’t Kill Gaming.
AfterWork Reading
Fresh Fundamentals: Communicating your traction with investors

Sunday, 18 July 2021

20 pieces
Steven Sinofsky
037. Capone and Email Without Typos
A Wealth of Common Sense · Ben Carlson
Hedging Inflation is Harder Than it Sounds
BIG by Matt Stoller · Matt Stoller
The Big Law Cartel: How Antitrust Lawyers Help Their Clients Break the Law
Crypthechie · Nakul Gupta
Your guide to DeFi: From Beginner to Advanced
Constine's Moving Product · Josh Constine
The inevitable rise of concert streaming
Nathan Benaich · Nathan Benaich
😎 Your guide to AI: June 2021
My Climate Journey · Jason Jacobs
Why America Needs a Clean Electricity Standard
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Accelerated · Justine & Olivia
🚀 Fleets, we barely knew you
Alex Danco's Newsletter
Dancoland, Part One
Nongaap Investing · Mike
[Premium QN] Reading the Bet
Dorm Room Fund
Meet the summer 2021 PRISM cohort
Below the Line by Kevin LaBuz · Kevin LaBuz
#84 - The Bill Gurley Starter Kit - Part 1
Chinese Characteristics · Lillian Li
Community Group Buying update deep-dive
Dorm Room Fund
Meet 2021 Blueprint Investor Track
Dorm Room Fund
My path to Dorm Room Fund, from Amazon
BIG by Matt Stoller · Matt Stoller
From the Mailbag: Sleep Treatment Devices and Dental Implants
The Generalist · Mario Gabriele
Robinhood: Serious Fun
Josh Elman
The History of the Dot Com Era
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