SAT 03 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…

Tuesday, 25 May 2021

32 pieces
Steven Sinofsky
028. Pivotal Offsite
Pirate Wires · Mike Solana
One Percent
David Sherry · David Sherry
Infinite Capital
Greylock News
What Workers Want
The Micromobility Newsletter · Team M
🌪️ Spinning-Off Spin?
Tough Venturing · John Tough
The Limiting Reagent & Growth
Ian's Blog: Nominal Returns · Ian Gutterman
Hertz: A Hare that Won the Race
Venture Upward · David Beisel
Angel Investing
Tough Venturing · John Tough
The Reason for Energize’s Growth Fund
Kyle Poyar's Growth Unhinged · Kyle Poyar
Are you looking at this SaaS metric?
Constine's Moving Product · Josh Constine
Poparazzi photo app blows up by banning selfies

Monday, 24 May 2021

8 pieces
Forward Thinking · Mat Sherman
Introducing Tempe Tech Week 2021
Tanay's Newsletter · Tanay Jaipuria
Fintech and Regulatory Arbitrage
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 26: Jennifer Burke (Faire)
Both Sides of the Table · Mark Suster
Playing the Long Game in Venture Capital
Tough Venturing · John Tough
Just in Time vs. Resilient Supply Chains
Feld Thoughts · Brad Feld
Google Enters Hologramland
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