TopicsPeopleFeedsGet the weekly digest
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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsRoboticsCybersecurityMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 2 September 2026

1 pieces
Convective Field Notes
Introducing Resilience Week ↗Climate

Tuesday, 1 September 2026

4 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #52↗Banking · Data · Climate
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid ↗Climate · AI
Matt Brown
Investing in Light↗Climate · Fintech
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis

Monday, 31 August 2026

1 pieces
Climate Tech VC
🌎 How founders are raising in 2026 #311↗Climate · Market

Sunday, 30 August 2026

1 pieces
Kevin Stevens
Every Overbuild Ends the Same Way↗AI · Climate

Friday, 28 August 2026

1 pieces
Climate Tech VC
🌍 2026 Founder Survey by CTVC and Elemental Impact!↗Climate · Market

Thursday, 27 August 2026

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

Tuesday, 25 August 2026

2 pieces
Saanya Ojha
Not in My Backyard, Not on My Grid↗Climate · AI
Not Boring · Packy McCormick
An American Engineer in China↗Industrials · AI · Climate

Monday, 24 August 2026

1 pieces
Climate Tech VC
🌎 Volts meet midterm votes #310↗Climate · Gov

Sunday, 23 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
The AI Bullwhip↗AI · Climate · Defense

Friday, 21 August 2026

3 pieces
Glenn Borok
Data Centers Are Losing a Fight They Should Be Winning↗Climate · Built World · Supply Chain
A16Z
Charts of the Week: Winds of Thematic Change↗AI · Data · Climate
Tomasz Tunguz · Tomasz Tunguz
Mainframes became personal. So will your data center.↗AI · Infra · Climate

Tuesday, 18 August 2026

1 pieces
Convective Field Notes
Can insurance protect the world from wildfires? ↗Insurance · Climate · Built World

Monday, 17 August 2026

2 pieces
Climate Tech VC
🌎 Micro-reactor funding goes macro #309↗Climate · AI
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Most Important Thing Nobody Owns↗Climate

Friday, 14 August 2026

3 pieces
Conor Witt · Conor Witt
The Data Tapes Edition #51↗Data · Fintech · Climate
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures Market↗AI · Climate
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate

Thursday, 13 August 2026

2 pieces
Lowercarbon
Kerosene’s Last Ride↗Mobility · Climate
David Talpalar
The Big Data Center Debate↗AI · Climate

Wednesday, 12 August 2026

1 pieces
Not Boring · Packy McCormick
Base Power Company: Chapter 3↗Climate · Industrials

Tuesday, 11 August 2026

1 pieces
Investing in AI · Rob May
Constellation Energy (CEG): The Contract Layer of The AI Buildout.↗Climate · AI

Monday, 10 August 2026

2 pieces
Climate Tech VC
🌎 Long duration energy storage finds its buyer #308↗Climate
The Micromobility Newsletter · Team M
Record Year for Shared Micromobility in North America - 237M Trips in 2025↗Mobility · Climate · Market

Sunday, 9 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Bitcoin Miner Switches to AI for a $4.7 Billion Lease↗AI · Infra · Climate

Saturday, 8 August 2026

1 pieces
Kyle Harrison
We Made Bell Labs Illegal↗Market · Climate · Semis

Friday, 7 August 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis

Wednesday, 5 August 2026

1 pieces
A16Z
American Dynamism Film Series↗Defense · Climate · Industrials

Tuesday, 4 August 2026

1 pieces
A16Z
Base Power & the Future of Electricity↗Climate

Monday, 3 August 2026

1 pieces
Climate Tech VC
🌎 CTVC’s guide to New York Climate Week ‘26 #307↗Climate · Market

Tuesday, 28 July 2026

1 pieces
Convective Field Notes
Can this startup save the Great Salt Lake?↗Climate

Tuesday, 21 July 2026

1 pieces
USV
Gritt↗Robotics · Climate

Friday, 10 July 2026

1 pieces
Convective Field Notes
Why a rocket guy went to Washington↗Climate · Gov

Monday, 6 July 2026

1 pieces
USV
Alqem↗AI · Industrials · Climate

Wednesday, 1 July 2026

1 pieces
My Climate Journey · Jason Jacobs
Hardware Can’t Be Vibe-Coded↗Climate · Mobility · AI

Monday, 22 June 2026

1 pieces
Convective Field Notes
What Stopped the Sandy Fire? ↗Climate · Gov
← Prev1234Next →
Top posts this week
01
02
03
The Jensen Era Ends
Aspiring for Intelligence
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily