FeedsGet the weekly digest
WED 30 SEPT 2026 · 85 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
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerMarketing & Sales TechRoboticsManufacturing & IndustrialsCybersecurityBanking & Capital MarketsRetail & E-commerce

Thursday, 27 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Revenue per Megawatt & The AI Model FactoryAI · Infra · Climate

Wednesday, 26 August 2026

16 pieces
Lowercarbon
Cleanup, Inc.Built World · AI
Saanya Ojha
Who Let the Ox Out?AI · Infra · Semis
A16Z Crypto
Beyond slop, taste, and AI moral panic: What social science tells usAI · Market
Euclid Ventures
Nobody Wants Your SoftwareAI · Enterprise · Market
Emergence Capital
The robots are ready. Are the assemblers?Robotics · Industrials · AI
Amir Kabir
Edition 60 | 2026 — The New Unit of Risk Is an ActionInsurance · AI · Robotics
Newcomer · Eric Newcomer
A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs Market · AI
Patrick Salyer
The SaaSpocalypse CEO Survival Guide: Six Months LaterEnterprise · AI
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?AI · Semis · Industrials
Saastr
A Quiet Salute to the CEOs Still Rebuilding for the Age of AI. Most Are Maybe 40% Of The Way There.Enterprise · AI
Sammy Abdullah
CEO Comments on AI from 19 SaaS Earnings CallsEnterprise · AI
Saastr
5 Interesting Learnings from Box at $1.29 Billion in Revenue: 17% Billings Growth, 106% NRR, and 20 Basis Points of AI Margin CostEnterprise · Data · AI
Melody Koh · Melody Koh, Partner @ NextView
The Frictionless BargainAI
Venture Prose
Timing, Attitude and DiscernmentAI · Market
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b QuarterSemis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b QuarterSemis · AI

Tuesday, 25 August 2026

8 pieces
Radical VC
Applying RSI to the Organization, Not Just the ModelAI · Bio
Phin Barnes
The cofounders of Bolt & Gamma on why everything about building software is changingAI · DevTools · Enterprise
Annelies Gamble
Routing Intelligence: Prateek Jain on Long-Horizon AgentsAI · Infra
Saanya Ojha
Not in My Backyard, Not on My GridClimate · AI
Obvious
10 Emerging Robotics Infrastructure ThemesRobotics · AI · DevTools
A16Z
Intelligence is the Primitive. Applications are the Diffusion Layer.AI · Enterprise
Not Boring · Packy McCormick
An American Engineer in ChinaIndustrials · AI · Climate
Jamesin · Jamesin Seidel
Analysis of NeoLab RaisesAI · Market

Monday, 24 August 2026

12 pieces
Continuations · Albert Wenger
Universal Moral Core Principle 2AI · Market
Saanya Ojha
Default to OpenAI · Infra
Joe Lonsdale
Ep 161: Generalist CEO Pete Florence on the Robot Revolution & Bringing General Intelligence to the Physical WorldRobotics · AI
Lenny's Newsletter
🎙️ How I AI: Grok Bot + Grok 4.6—what’s great (and what’s still hype) & Lessons from spending $20,000 on Devin in one month AI · DevTools
Radical VC
World Models in RoboticsRobotics · AI
A16Z
The Oracle Problem: an invisible bottleneck to AI and medicineHealth · AI
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)Enterprise · DevTools · AI
Stratechery
Autonomy and InnovationAI · Security · Market
Antler
SynthiumAI · Robotics
Deconstructor of Fun
Retention in an AI Companion Game DeconstructedGaming · AI
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?AI · DevTools
Tomasz Tunguz · Tomasz Tunguz
How Long Should an AI Agent Live?AI · DevTools

Sunday, 23 August 2026

3 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at StanfordAI · Infra · Semis
Saanya Ojha
Weekly Wrap Sheet (08/21/2026): Costs, Control & CorporaAI
Investing in AI · Rob May
The Speed of Thought: What If Intelligence Has a Universal Limit?AI
← Prev1…678910…13Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily