TUE 10 NOV 2026 · 139 new pieces this week

The latest theses & analyses from 800+ venture investors.

Subscribe to get the weekly digest. Every Sunday.

Join 5,000+ investors, founders and LPs

Select picks in the past month
A16Z
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…

Wednesday, 11 November 2026

1 pieces

Tuesday, 10 November 2026

11 pieces
SciFi VC · Alex Hartz
SciFi Investment Theme: Fintech 3.0↗Fintech · AI
Euclid Ventures
You’re Hiring Too Many Reps↗AI · Market
Lenny's Newsletter
State of the tech job market: late 2026↗HR · Market
Sajith Pai
No title↗Market · AI · Enterprise
Sapphire Ventures · Jai Das, Cathy Gao, Adrian Kania, Ishan Gill
The Expertise Layer Powering AI's Next Frontier: Why We're Backing Mercor
Tomasz Tunguz · Tomasz Tunguz
We Are All Junior Talent Now↗AI · HR

Monday, 9 November 2026

28 pieces
Lightspeed Venture Partners Blog
Covenant↗Defense
Lightspeed Venture Partners Blog
Abby Denburg↗Market
Lightspeed Venture Partners Blog
Ofir Dayan↗Market
Lightspeed Venture Partners Blog
Michael Kaufman↗Market
Saanya Ojha
Love, Chips, and Geopolitics↗Semis · Infra · Market
Harlem Capital
Inside Fizz: $40m raised for social media↗Consumer · Media
Lightspeed Venture Partners Blog
Sean Carlson↗Market
Lightspeed Venture Partners Blog
Shawn Thorne↗Market
The Micromobility Newsletter · Team M
⏳ The Final Stretch! Just 2 Days Until Micromobility America↗Mobility
A16Z
America Can Build Again. Here’s How↗Gov · Climate · Industrials
Insight Partners
Behind the Investment: Nominal ↗Infra · Industrials · Defense
Lightspeed Venture Partners Blog
Hardware Engineering Gets Its Intelligence Layer↗AI · Defense · Robotics
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Customized and Income↗Fintech
Arpitrage · Arpit Gupta
Your Portfolio on AI↗Banking · AI
← Prev12345…1393Next →
Top posts this week