TopicsPeopleFeedsGet the weekly digest
TUE 20 OCT 2026 · 141 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
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…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechRoboticsManufacturing & IndustrialsMarketing & Sales TechConsumerCybersecuritySemiconductorsBanking & Capital Markets

Wednesday, 21 October 2026

2 pieces
Sequoia
Partnering with Whop↗Market
Sequoia
Partnering with Blacksmith↗DevTools · Infra

Tuesday, 20 October 2026

11 pieces
Annelies Gamble
The Next Bottleneck in AI for Science↗AI · Data
Michelle Volz · Michelle Volz
Why Homebuilding Startups Might Finally Work↗Built World
Obvious
Why We Invested in Eka Robotics↗Robotics · Infra
Euclid Ventures
You Can’t Vibe-Code a Network↗Enterprise · Market
yCombinator
How Vin Bui became engineer #1 at Nowadays — and started treating it like his own company↗AI · Enterprise
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate
Saastr
5 Interesting Learnings from Braze at $910 Million in Revenue: A $5.66B Sale to Salesforce, 26% Growth, and Operating Expenses Up Just 6%↗Enterprise · MarTech
Sammy Abdullah
Data from the Most Robust SDR Survey We’ve Seen↗MarTech · Enterprise
A16Z
Investing in Eka Robotics↗Robotics · Industrials
8VC
Orchestra Bio is Joining OpenAI↗Bio · AI
Accel
Our investment in Arda↗Industrials · AI · Defense

Monday, 19 October 2026

23 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security
Supercruise
Record Dollars, Rare Exits↗Market · Enterprise
yCombinator
How Ryder Kemper became employee #7 at Corgi Insurance — and never left San Francisco↗Insurance
writing out loud · Wendy Xiao Schadeck
AI in Healthcare: The lightning strike amidst the perfect storm↗Health · AI
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis
The Micromobility Newsletter · Team M
Lime is Hosting the Official Afterparty of MMA 2026🎊🍾↗Mobility
Newcomer · Eric Newcomer
Mercury Crosses $1 Billion Annualized Revenue, CEO Shares on the Newcomer Podcast↗Fintech
Lenny's Newsletter
🎙️ How I AI: Meta Muse Wonder + How Brooke Lacey is scaling video with AI↗AI · Media
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market
Continuations · Albert Wenger
The World After Capital: The Transition is Accelerating↗AI
Sammy Abdullah
The Best SaaS AE and SDR Survey Data We’ve Found↗Enterprise · HR
Saastr
5 Interesting Learnings From Anthropic’s Data on Its Own Workforce: Junior Technical Hiring Down From 27% to 9%, Agents Working 6x the Hours of Humans, and Agents Waiting on a Human 80% of the Time↗AI · Market
David Cahn
The Market’s AI Faith Test↗AI · Market
The Sociology of Business · Ana Andjelic
K-shaped culture↗Market
Deconstructor of Fun
7 Lessons From Riot CFO Mark Sottosanti, Including How Arcane Season 2 Effectively Broke Even↗Gaming · Media
Saastr
The Top 10 Mistakes I See In The CRO / VP of Sales Hiring Process↗Market · Enterprise
Lenny's Newsletter
“Claude cuts my TikTok”: How this creator is scaling video with AI | Brooke Lacey↗Media · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Case for Value and Momentum↗Market
Menlo
Talk of the Town: Menlo Is Co-Leading Town’s $108M Series B↗AI · Enterprise
Akash Bajwa
The Founder Hiring Playbook↗Market · AI
USV
Tolan↗AI · Consumer
A Wealth of Common Sense · Ben Carlson
15 Year Stock Market Returns↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Goodbye AI Bubble, Hello Real Economy↗AI · Market

Sunday, 18 October 2026

4 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis
Saanya Ojha
🧾 Weekly Wrap Sheet (10/16/2026): Brains, Boundaries & Black Boxes↗AI · Enterprise · Security
Tomasz Tunguz · Tomasz Tunguz
What if They're All Clouds?↗Infra · Enterprise
← Prev12345…1379Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily