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FRI 02 OCT 2026 · 96 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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Wednesday, 7 July 2021

4 pieces
AVC · Fred Wilson
Betting On The Price Of Carbon
Earlybird's Insights
An Operating System for Skills — Why We Invested in Edyoucated
The Consumerist · Ross Barry
How Fitness is Evolving
Sequoia Capital
The Latin American Startup Opportunity

Tuesday, 6 July 2021

24 pieces
Margins of Medicine · Sherman Leung
To MD or not MD
Fintech Takes · Alex Johnson
Fintech Fire Alarms: June, 2021
Tough Venturing · John Tough
New: Private Equity buying renewables developers
Pirate Wires · Mike Solana
Global Warming Ate My Homework
A Wealth of Common Sense · Ben Carlson
The Robinhood Conundrum
Alpaca VC
Are We Oversubscribed?
Aubrie Pagano
Are We Oversubscribed? 
My Climate Journey · Jason Jacobs
MCJ Member Survey - action needed
Pratyush Buddiga · Pratyush Buddiga
Church's Theory of Social Class in Education
The Micromobility Newsletter · Team M
✨ Every 52 Seconds
Venture Unlocked · Samir Kaji
Monique Woodard of Cake Ventures on the 3 layers of the Cake that comprise her thesis, what she learned at Lightspeed and 500 startups, fundraising during a pandemic, and diversity in the seed.
Venture Upward · David Beisel
The Importance of Peer Friendships
The Diff
Robinhood's Challenge
First1000 · Ali Abouelatta
🍫 Mid-Day Squares: Not Your Average Chocolate
First1000 · Ali Abouelatta
🍫 Mid-Day Squares: Not Your Average Chocolate
Ian's Blog: Nominal Returns · Ian Gutterman
How Moneyball Ruined Baseball
Merritt Hummer
BCV Co-Leads $150M Series C Round In Pleo, The Top Spend Management Platform For European SMEs
Ideas from Bain Capital Ventures
BCV Co-Leads $150M Series C Round In Pleo, The Top Spend Management Platform For European SMEs
Creandum
Pleo: Becoming the fastest Danish unicorn ever
Dawn Capital
Meet Mina Mutafchieva, Partner at Dawn
AVC · Fred Wilson
First Friends
Patent Drop
#035 PATENT DROP - Disney, Facebook & Paypal
Mouro Capital
Mouro Capital leads €16M funding round in e-commerce fulfilment platform byrd
AfterWork Reading
Investment Notes: Lyka - human grade pet food that helps puppers to live their best lives

Monday, 5 July 2021

12 pieces
Tanay's Newsletter · Tanay Jaipuria
Robinhood S-1 Teardown
NICOLAS VON BLOTTNITZ
SelfDecode, TestGorilla, Mailmodo, Boundless, Coop— 5th July, 2021
The Sociology of Business · Ana Andjelic
Fundamentals of CMO innovation
Continuations · Albert Wenger
Capital is Sufficient (Part 3): Discharge and Temperature
Saastr
Dear SaaStr: How Do I Know If It’s The Right Time to Sell My Company?
A Wealth of Common Sense · Ben Carlson
How Long Does it Take For the Stock Market to Double Off a Bear Market Bottom?
Alpaca VC
We’re Hiring a New Analyst!
Nongaap Investing · Mike
[Premium QN] Threading Effective Comp
A Wealth of Common Sense · Ben Carlson
Talk Your Book: High Yield Real Estate
Anthemis Insights
Why We Invested: StepEx
Paul Graham Essays
The Airbnbs
Earlybird's Insights
How to Unite Industries Against Fraud
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