TopicsPeopleFeedsGet the weekly digest
FRI 06 NOV 2026 · 123 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
The Exploit Was the Bottleneck↗
AI agents are dramatically reducing the time to weaponize vulnerabilities—from months to hours—reshaping cybersecurity risk.
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 11 November 2026

1 pieces
Sequoia
Partnering with Edelbyte: Data Infrastructure That Keeps Up With AI's Curiosity↗Infra · Data

Thursday, 5 November 2026

25 pieces
Lightspeed Venture Partners Blog
Mandl↗Insurance · AI
Guru Chahal
Robotics by the Numbers↗Robotics · Industrials · Health
Lowercarbon
Don’t call it a comeback.↗Climate · Industrials · Defense
Newcomer · Eric Newcomer
Introducing Emergent: The Founder-Generated Startup List↗AI · Infra · DevTools
Saastr
20VC x SaaStr: OpenAI Cuts to $1.25 Trillion, Anthropic’s Growth Goes From 12x to 2x, and Why Agents Are an Existential Risk to DoorDash↗AI · Market
Craft Ventures
The Triple Down: Our Conviction in Xona’s Vision for the Future of Satellite Navigation↗Semis · Defense
Obvious
Why We Invested in Humble Robotics↗Mobility · Robotics · Climate
Madrona Ventures
Is Your Startup Idea Too Early, Or the Wrong Thing?↗Health · AI
The Micromobility Newsletter · Team M
From Paris to Lisbon: How Europe’s Cities Are Reshaping the Future of Shared E-Scooters↗Mobility · Marketplace
Madrona Ventures
Celebrating Echodyne: Under the Radar No Longer↗Defense · Robotics · Infra
Turner Novak
🎧🍌 How Daytona Went $1M to $100M ARR in 4 Quarters | Ivan Burazin↗Infra · DevTools
Pascal
Launching Southbound W27↗Market
Sammy Abdullah
Negotiating with VC or Anyone Else, Part 2↗Market
A16Z
The Exploit Was the Bottleneck↗Security · AI
Opus Letter · Derek Urben
Opus 31: State of Venture, New Funds, and Allocating in Mania↗Market
Saastr
We Ran an Email Deliverability Bake-Off Across 3 Vendors and 500,000+ Emails This Week. Our AI Agent Ran All of It.↗Enterprise · MarTech · AI
Sturgeon Capital
Why We Invested - MagicPort↗Supply Chain
A Wealth of Common Sense · Ben Carlson
Is it Realistic to Live Off Your Dividends?↗Market
David Talpalar
The Election’s Impact on Tech: What I’m Watching↗Climate · Supply Chain · Infra
Saastr
SEO May Be Dead. Shopify Just Paid ~$100 Million for Shop.com Anyway.↗AI · MarTech · Market
Collaborative Fund
Welcoming Jason Spinell to Collaborative Fund↗Market
Investing in AI · Rob May
ChatGPT Is Stealing Questions From Google, But Not Money↗AI · MarTech
Newcomer · Eric Newcomer
EXCLUSIVE: Sequoia Parts Ways With Half-a-Dozen Partners, Shuts European Office Amid AI-Era Reorg↗Market
Amir Kabir
Edition 70 | 2026 — The Water Behind Intelligence↗Infra · Climate
BIG by Matt Stoller · Matt Stoller
Anti-Monopolists Soared in the Midterms. You Can Help With What's Next.↗Gov

Wednesday, 4 November 2026

14 pieces
Saanya Ojha
Sparks of Weight-Space Programming: Opening the Hood on AI↗AI · Infra
Newcomer · Eric Newcomer
Latest Fundraising Efforts Show OpenAI & Anthropic on Divergent Paths↗AI · Market
Harlem Capital
🎓 Harlem Capital Intern Yearbook – November 2026↗Market
Earnest Sweat
The Last Slot↗Market
A16Z Crypto
When software stops being the moat↗Crypto · AI
Lerer Hippeau
Please welcome Phaze, the enterprise workspace solution↗Enterprise · AI
Sammy Abdullah
Negotiating With VC, or Really Anyone↗Market
Annelies Gamble
The Future of “New” Manufacturing: Building on What We Already Have↗Industrials · AI
Casey Accidental
Copying Cope↗AI · Market
NextView VC
Why We at NextView Invested in Phaze↗Enterprise · Infra
Kyle Harrison
The Hunger For Earnestness↗Market
A16Z
Is Private Equity Cooked? ↗Market
Saastr
The Top 1% of AI Spenders Stalled in Q3. So Did Anthropic’s Dollar Growth.↗Infra · Data
A16Z
Investing in Phaze↗Infra · DevTools
← Prev12345…1391Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily