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…

Friday, 14 May 2021

16 pieces
Net Interest · Marc Rubinstein
Mortgage Mayhem
Clouded Judgement · Jamin Ball
Clouded Judgement 5.14.21
Continuations · Albert Wenger
Some Notes on Fundraising
This Week in Fintech
This Week in Fintech (5/14)
AVC · Fred Wilson
Funding Friday: The Walk
Exponential View · Azeem Azhar
💬 Friday discussion: It's Elon's world now
Rodolfo Gonzalez · Rodolfo Gonzalez
Insurtech Agents: a $130B opportunity

Thursday, 13 May 2021

23 pieces
Forward Thinking · Mat Sherman
We're Hiring Startup Scouts in Tempe, AZ
Newcomer · Eric Newcomer
Ignored, Obscure, Obscure, Obscure
Making Connections by Jax
On Delightful Product Experiences
Trends, Analysis, Lies and Statistics
The Next Social Graph:
Lightspeed Venture Partners
Lightspeed Scout Spotlight: Lolita Taub
Pratyush Buddiga · Pratyush Buddiga
Beyond Reason
Jake Tauscher
On Chaos
Ideas from Bain Capital Ventures
Running With Business Owners & Accountants
Ian's Blog: Nominal Returns · Ian Gutterman
Path Dependency, Shortages, and the Future of Inflation
AVC · Fred Wilson
Golden Handcuffs

Wednesday, 12 May 2021

1 pieces
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