FRI 13 NOV 2026 · 130 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
Not BoringPacky McCormick
Of Miracles and Moats↗
Miracle technologies like AI attract massive capital, spawning oversupply, price crashes, and consolidation—yet ultimately deliver transformative value to consumers.
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…

Thursday, 12 November 2026

1 pieces
Maurice Russo
The Shift to Voice↗AI · Consumer

Wednesday, 11 November 2026

3 pieces
Peter G Schmidt · Peter G Schmidt
Episode 7: Duolingo↗Edu · Consumer · AI

Monday, 9 November 2026

2 pieces
Harlem Capital
Inside Fizz: $40m raised for social media↗Consumer · Media
The Sociology of Business · Ana Andjelic
How to operationalize a brand world↗MarTech · Consumer

Friday, 6 November 2026

1 pieces

Tuesday, 3 November 2026

2 pieces
A16Z
The State of Longevity↗Health · Bio · Consumer

Monday, 2 November 2026

1 pieces
Bain Capital Ventures · Merritt Hummer
Video: Whop on Building the Platform for the Internet Economy↗Marketplace · Consumer

Thursday, 22 October 2026

1 pieces
Forerunner Ventures
Investing in Alta: Everyday Magic↗Consumer · Retail · AI

Monday, 19 October 2026

1 pieces
USV
Tolan↗AI · Consumer

Thursday, 15 October 2026

2 pieces
Simran Suri · Simran Suri
Call Your Own Plays↗Market · Consumer
The Sociology of Business · Ana Andjelic
In the spotlight: Cargo Crew↗Retail · Consumer

Wednesday, 14 October 2026

2 pieces
Antler
Freshcon↗AgFood · Consumer

Tuesday, 13 October 2026

1 pieces
Saanya Ojha
Meta Joins the Frontier Club↗AI · Consumer

Monday, 5 October 2026

3 pieces
The Sociology of Business · Ana Andjelic
Merch Guide is out. Here’s who gets it right↗Media · MarTech · Consumer
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer

Friday, 2 October 2026

1 pieces
Simon Wu
The Month Consumer AI Got Real ↗AI · Retail · Consumer

Thursday, 1 October 2026

2 pieces

Tuesday, 29 September 2026

1 pieces

Friday, 25 September 2026

2 pieces

Wednesday, 23 September 2026

1 pieces
Brian Sugar
The Definition of Done↗Consumer · Retail

Monday, 21 September 2026

1 pieces
The Sociology of Business · Ana Andjelic
Post-Friction↗AI · Consumer

Sunday, 20 September 2026

1 pieces

Friday, 18 September 2026

2 pieces
Jamesin · Jamesin Seidel
Another Instinct Article↗AI · Consumer

Thursday, 17 September 2026

2 pieces
Saanya Ojha
The Interface to Everything↗AI · Consumer
Collaborative Fund
Why we're investing in Dr. Max's↗Consumer · Retail

Wednesday, 16 September 2026

3 pieces
The Sociology of Business · Ana Andjelic
Agenda for Tasteful is here↗Consumer · MarTech
Menlo VC
2026: The State of Consumer AI↗AI · Consumer

Friday, 11 September 2026

1 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Is the promise of “Siri” finally here?↗AI · Consumer

Thursday, 10 September 2026

1 pieces
Brian Sugar
Have You Pooped Today?↗Consumer · Bio

Tuesday, 8 September 2026

1 pieces
The Sociology of Business · Ana Andjelic
Six faces of luxury↗Consumer · Travel · Retail
← Prev12Next →
Top posts this week