SAT 14 NOV 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
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

2 pieces
USV
The Antifragile Internet↗AI · Security · DevTools

Wednesday, 11 November 2026

1 pieces

Sunday, 8 November 2026

2 pieces
Guru Chahal
Weekly Technology Digest — November 7, 2026↗AI · Infra · Security

Friday, 6 November 2026

2 pieces
Tomasz Tunguz · Tomasz Tunguz
A $90 Key into Your Company's Secrets↗Security · Infra

Thursday, 5 November 2026

1 pieces

Saturday, 31 October 2026

1 pieces
Feld Thoughts · Brad Feld
Life Imitates Art: The $6.3 Billion Binance Hack↗Crypto · Security

Friday, 30 October 2026

1 pieces
Stratechery
At Long Last…↗AI · Infra · Security

Thursday, 29 October 2026

1 pieces
Greycroft.com
Security is the Gate on Enterprise AI↗Security · AI

Wednesday, 28 October 2026

1 pieces
A16Z
The New Security Agenda↗Security · AI · Enterprise

Tuesday, 27 October 2026

3 pieces
Mouro Capital
Why Mouro Capital Invested in Overwatch Data↗Security · Fintech · Banking
Cowboy VC · Aileen Lee and Rohan Puranik
Where we're looking to invest: AI-powered anti-fraud solutions for consumers & SMBs↗Security · Fintech · Insurance

Monday, 26 October 2026

3 pieces
Apoorv's notes
Cyber’s worst week, in <60 seconds↗Security · AI
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: What Happens When Cybersecurity is Bad for Business↗Security · Market
Tomasz Tunguz · Tomasz Tunguz
The Third Product-Market Fit in AI↗Security · AI

Sunday, 25 October 2026

3 pieces
Guru Chahal
CVEs by the numbers↗Security · AI
Guru Chahal
Weekly Technology Digest — October 25, 2026↗AI · Infra · Security

Saturday, 24 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #521↗Security · AI · Infra

Friday, 23 October 2026

3 pieces
Saanya Ojha
The Internet Is Not Okay↗Security · AI
A16Z
Patch or Die↗Security · AI
Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting↗Security · AI

Thursday, 22 October 2026

4 pieces
QED Investors
Different is better than better↗Fintech · Security

Wednesday, 21 October 2026

1 pieces
Saanya Ojha
PHP: Pretty Huge Problem↗Security · AI

Monday, 19 October 2026

1 pieces
Radical VC
The Era of Superhuman Forecasting Is Here↗AI · Infra · Security

Sunday, 18 October 2026

1 pieces

Saturday, 17 October 2026

1 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #520↗AI · Security · Infra

Wednesday, 14 October 2026

1 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Will AI Destroy P&C Insurance Before It Destroys Humanity?↗Insurance · Security · AI

Tuesday, 13 October 2026

1 pieces

Monday, 12 October 2026

1 pieces
← Prev123Next →
Top posts this week
03
The Jensen Era Ends
Aspiring for Intelligence