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SAT 03 OCT 2026 · 98 new pieces this week

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Select picks in the past month
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

Wednesday, 2 June 2021

9 pieces
Tough Venturing · John Tough
$7B deal shows how industrials are going to re-bundle… but this time with software
Exponential View · Azeem Azhar
📊 EV’s charts of the week #29
Creandum
Depop — organically opening the hearts and wardrobes of Gen Z
Heartcore
👇 Heartcore Consumer Insights
Gen Z Voice · Thomas Lombardozzi
GZV #45: Snapchat Should Build A Dating App
Loup Ventures
Previewing WWDC 2021
NICOLAS VON BLOTTNITZ
Beacons, Staking Rewards, Flume Health, Treet, Reclaim— 1st June, 2021
Primary Ventures
Joining Primary Venture Partners
Digital Native · Rex Woodbury
The Startups Reinventing Social Media

Tuesday, 1 June 2021

26 pieces
Erik Torenberg
Where Did The Future go?
Matt Turck
In Conversation with Ali Ghodsi, CEO, Databricks
Venture Upward · David Beisel
Our Firm NextView is Hiring in NYC
Exponential View · Azeem Azhar
Important: Migration from Substack
NFX
The Insider Story of Waze
Lolita Taub
💥 We’re officially launching The GP-LP Matching Tool! 💥
FirstRound Capital
We’re Looking for a Chief of Staff
Greylock News
Building Company Culture
Lolita Taub
💥 We’re officially launching The GP-LP Matching Tool!
Arsham Memarzadeh
Spiff: Powering Motivation Through Software
The Micromobility Newsletter · Team M
3️⃣ Inside Bird Three
Lightspeed Venture Partners
Frubana — the “everything store” for LATAM’s restaurant industry.
AVC · Fred Wilson
The Globalization Of Venture Capital Investing
Founder Collective
I’m a VC, but I play a cat on Instagram
Forerunner Insights
Portfolio Spotlight: Isabelle Kenyon, Founder & CEO of Calibrate
Founder Collective
How smelly towels nearly sunk a startup — and unpleasant tasks could save yours
Drinking from the Firehose · Alex Taussig
Firehose #191: 😲 $1B+ brands 😲
Eniac Ventures
Andrew Yang has thoughts on Miami, robot dogs, and the role of tech in NYC’s future
Feld Thoughts · Brad Feld
No TV Summer
Feld Thoughts · Brad Feld
No TV Summer
The Diff
Artificial Urgency as a Forcing Function
Tough Venturing · John Tough
Energy Transition: Material Demand
Abhinaya Konduru
25
Abhinaya Konduru
Year 4 as a VC
Second Opinion · Christina Farr
Why we're betting big on women's health
Tomasz Tunguz
The 3 Knock-On Effects of Failed Executive Hires

Monday, 31 May 2021

5 pieces
Nongaap Investing · Mike
Shopify: Evolution of a Leader
Chinese Characteristics · Lillian Li
Premium special: What story are you living in?
Exponential View · Azeem Azhar
🔮 Viral benefits; the giant cloud; Apple’s car; deep-space travel & earth architecture ++ #324
Tanay's Newsletter · Tanay Jaipuria
The True Addressable Market for Digital Advertising
notes & upside · Nandu Anilal
Modern Software Moats
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