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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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsBanking & Capital MarketsCybersecurityRetail & E-commerce

Sunday, 23 May 2021

2 pieces
The Generalist · Mario Gabriele
Nubank: Finding Brilliance in Brokenness
The Generalist · Mario Gabriele
Nubank: Finding Brilliance in Brokenness

Saturday, 22 May 2021

7 pieces
Forerunner Insights
Portfolio Spotlight: Natalie Sportelli, Head of Content at Thingtesting
Forerunner Insights
Portfolio Spotlight: Sam Kang, VP of Media & Acquisition at Sunday
The Diff
Longreads + Open Thread
CrossStack
Managing Emotions and Incentives as a VC
My Climate Journey · Jason Jacobs
This Week in MCJ (5/22/21)
This Week in Fintech
This Week in Fintech (5/22)
Kwokchain
New video series, Closing the Loop

Friday, 21 May 2021

22 pieces
G2VP
Why We Invested in ProducePay
Femstreet
Seed investment opportunity; How to develop a tactical fundraising mindset; New tools for community builders, marketers, and more.
Apex Venture Studio
Startup Spotlight: Launchpad
Sparrow One
Will AT&T sell off Xandr? Part 2
Net Interest · Marc Rubinstein
Coasian Finance
BIG by Matt Stoller · Matt Stoller
Plymouth Rock's Grist Mill: America's First Businesses Were Public Utilities
Redpoint Ventures
Redpoint Office Hours Recap: Product-Market Fit with Andy Rachleff
Oper8r · Welly Sculley
Analysis: How family offices are investing into VC
Rodolfo Gonzalez · Rodolfo Gonzalez
iLife: Permanently transforming Permanent Life Insurance
Omar Ismail
Web3 and the Golden Age of Music 🤘
Clouded Judgement · Jamin Ball
Clouded Judgement 5.21.21
The Diff
The Economics of Pseudonymity
Tough Venturing · John Tough
Truck You: Ford & Sunrun vs. Tesla
This Week in Fintech
This Week in Fintech (5/21)
AVC · Fred Wilson
Funding Friday: Storied Hats
Climate Tech VC
🌍 Staying current with the battery value chain
Exponential View · Azeem Azhar
💬 Friday discussion: working from home power tools
Exponential View · Azeem Azhar
💬 Friday discussion: working from home power tools
Automatter
Automatter Brain Dump: These APIs, Man
High Tea
🍾 Bucks Fizz #16
AfterWork Reading
Investment Notes: Introducing our Creative Director - Bella Acton!
Securities by Lux Capital
Lux Recommends #279: Superhistory, Living in a Sci-Fi Novel, and a Soviet Mystery

Thursday, 20 May 2021

9 pieces
Sapphire Ventures Perspectives
Flipping & Financings: What European Founders Need to Know about Flipping to a U.S.
Venture Unlocked · Samir Kaji
We are hiring a Venture Associate!
The Data Source · Priyanka Somrah
The Data Source #5 | Data Science Notebooks & the Opportunity Ahead 📓
Chinese Characteristics · Lillian Li
Gamification of Chinese consumer tech (Abridged version)
A16Z
Investing in Maven
Emergent · Mikal Khoso
Special Report: GoTo and the Super App Wars
Trends, Analysis, Lies and Statistics
Balancing the Meta:
Matrix Partners
Educative
Forward Thinking · Mat Sherman
3 Steps To Start Scouting Startups
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