FeedsGet the weekly digest
SAT 22 AUG 2026 · 104 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
Some Simple Economics of Open versus Closed AI
Christian Catalini argues that open-weights AI models won't reduce total innovation investment—only redirect it.
Kyle Harrison
We Made Bell Labs Illegal
Bell Labs achieved epochal breakthroughs because it combined patient capital from AT&T's monopoly rents, a concrete mission with bottomless technical depth,…
Pear
Request for Startups: Ideas from iconic founders & leaders
Pear VC solicited startup ideas from founders at Databricks, Uber, Oscar Health, Snowflake, Gusto, and DoorDash, identifying six high-potential startup…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityConsumerMarketing & Sales TechRetail & E-commerceData & AnalyticsSemiconductorsRobotics

Friday, 21 August 2026

15 pieces
Deciens
Epistula #15: The Risks We ChooseMarket · Fintech
A Wealth of Common Sense · Ben Carlson
The 401k Has Been a SuccessMarket
Glenn Borok
Data Centers Are Losing a Fight They Should Be WinningClimate · Built World · Supply Chain
Net Interest · Marc Rubinstein
Great ScottBanking
On My Mind · Michael Dempsey
The Forest is Always DarkMarket
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Execution Is The MoatAI · Infra · Data
99% Derisible · Yoni Rechtman
Our 2Q letter to LPsAI · Market
Continuations · Albert Wenger
Slowing Down the Race to SuperintelligenceAI · Gov · Market
Newcomer · Eric Newcomer
Two Huge Exits Show the Power of a16z’s Megafund ModelAI · Market
Sammy Abdullah
Remember Gilt Groupe?! Here’s what we learned from their storyRetail · Market
Not Boring · Packy McCormick
Weekly Dose of Optimism #207Bio · AI · Robotics
Saastr
ServiceTitan Just Shut Off Podium’s Integration for ~1,000 Shared Customers. Why? Agents Turned a 9-Year Partner Into a Direct Competitor.Enterprise · AI
A16Z
Charts of the Week: Winds of Thematic ChangeAI · Data · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.AI · Infra · Climate

Thursday, 20 August 2026

15 pieces
Next Big Thing · Nikhil Basu Trivedi
SkydiveAI · DevTools
Making Connections by Jax · Jax Vullinghs
Grok Bot wins the first 15 secondsAI · Consumer
Newcomer · Eric Newcomer
SOURCES: Poolside Strikes $6 Billion Licensing Deal with Nvidia & Raises $1 Billion for Remaining Company at $12 Billion ValuationAI
Insight Partners
Only possible with AI: The discussions and topics shaping the ScaleUp:AI 2026 agendaAI · Market
Earnest Sweat
Everyone Shoots Threes NowAI · Market
Newcomer · Eric Newcomer
The Story of a Cap Table: OpenRouterAI
A Wealth of Common Sense · Ben Carlson
Why the Stock Market Has to CrashMarket
Phin Barnes
Raise less and build softwareAI · Enterprise
Sammy Abdullah
Software Multiples Are Up, And Staying UpEnterprise · Market
Saastr
Vertical B2B Leader Owner Acclerated After $100M ARR With Agents. The Key Insight: Every Time a Customer Logs In, Owner Has Failed.Market · Retail · AI
Ian's Blog: Nominal Returns · Ian Gutterman
Accelerant Extinguishes Its Stock ListingInsurance · Enterprise
A16Z
Rise of the Borderless FounderMarket
The Micromobility Newsletter · Team M
ALSO Raises $150M Series D 🚀Mobility · AI
First Round Review
Firsthand: How I Built a Brand with Heart at LovableAI · DevTools · Fintech
Amir Kabir
Edition 59 | 2026 — The Machine Risk Economy: Part IIAI · Insurance · Security

Wednesday, 19 August 2026

10 pieces
Automatter
The Rise and Fall of the Venture SyndicateMarket
Janelle Teng
Who will be the bastion of American open-weight AI leadership?AI · Infra · Semis
A16Z
Meet the a16z Talent Engineer FellowsHR · Market · AI
A16Z
OpenRouter & Stripe: The Intelligence NetworkAI · Infra
Newcomer · Eric Newcomer
Is AINS the Next SaaS?AI · Legal · Insurance
Saanya Ojha
The Hunt for Human ExhaustAI · Data · Fintech
Menlo VC
Stripe to Acquire OpenRouter: Why Everyone Is Obsessed With Model RoutingAI
Euclid Ventures
$100M, Zero Churn, All ChannelFintech · Market
Deconstructor of Fun
WEBTOON Is Bigger Than Monopoly Go: Inside a New Game Marketing ChannelGaming · MarTech · Media
Sammy Abdullah
Controlling SaaS ChurnEnterprise
← Prev12345…1347Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily