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FRI 02 OCT 2026 · 98 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 MarketsCybersecurityRetail & E-commerce

Thursday, 1 July 2021

14 pieces
Mouro Capital
Why We Invested: Nowports
Casey Accidental
Fire Every Bullet
Gen Z Voice · Thomas Lombardozzi
GZV #49: Snapchat to $115.
Chinese Characteristics · Lillian Li
Of access and conference snark
USV
USV Algorand Transparency Statement, Q2 2021
Mouro Capital
Mouro Capital Leads $16M USD Funding Round in Digital Freight Forwarder Nowports
A Wealth of Common Sense · Ben Carlson
Inequality in the Housing Market
Virtual Elena · Elena Burger
Is This Public?
Virtual Elena · Elena Burger
Is This Public?
Nongaap Investing · Mike
[Premium] Strategic Alternatives Parlay
The Diff
Duolingo's Efficient Frontier
Loup Ventures
Loup TV 097: Rob Maurer Previews Tesla Deliveries
Loup Ventures
Loup TV 097: Rob Maurer Previews Tesla Deliveries
Tomasz Tunguz
Innovation in the Financial Markets: Seventy Years of Hedge Funds

Wednesday, 30 June 2021

25 pieces
TMV
Meet Portcast
This is Going to be BIG · Charlie O'Donnell
Getting Over Imposter Syndrome When Building Your Public Profile
BIG by Matt Stoller · Matt Stoller
Chinese Fashion House Shein and Trade Loopholes
General Catalyst
Sword Health: Bridging Virtual and Physical Care
Lightspeed Venture Partners
Jessica Alba, Howard Akumiah, & Max Levchin: Lessons Learned on their Journeys to Exit
Insight Partners
Celebrating 50+ IPOs
Insight Partners
Celebrating 50+ IPOs
Anthemis Insights
Why We Invested: Daylight
Bilal Zuberi
Tendo Systems raises Series B led by Lux Capital
Mouro Capital
Commerce Meets Finance…Again
BIG by Matt Stoller · Matt Stoller
The New FTC: Lina Khan Already Angering Antitrust Defense Lawyers with Tough Merger Posture
Crypthechie · Nakul Gupta
How DeFi is eating financial services
Bring the Donuts · Ken Norton
Building Products at Slack
CRV Insights
The New Management Layer — CRV’s Series A Investment in Checkly
Mouro Capital
From Open-Mindedness to True Inclusiveness
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Wealthiest Generation
VersionOne VC
Q2 2021 Portfolio news
Lightspeed Venture Partners
Kikoff: Jumpstarting the financial journey
AVC · Fred Wilson
Anti-fragile Systems
Dawn Capital
Powering our real-time world: why we invested in Ably
Digital Native · Rex Woodbury
Reality Privilege and Living Your Life Online
Dawn Capital
Powering our real-time world: why we invested in Ably
The Rebooting
Hitting the wall
Earlybird's Insights
Get to Know 8 Pre-Seed Startups in the 1st Cohort of Vision Lab
Paul Graham Essays
How to Work Hard

Tuesday, 29 June 2021

1 pieces
NFX
The Founders’ List: 7 Principles of Game Design from Design Gym
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