FeedsGet the weekly digest
TUE 29 SEPT 2026 · 86 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 TechRoboticsCybersecurityBanking & Capital MarketsManufacturing & IndustrialsRetail & E-commerce

Monday, 24 August 2026

1 pieces
Lenny's Newsletter
I spent $20,000 on Devin in a month. Here’s what I learned | Ryan Carson (solo founder)Enterprise · DevTools · AI

Sunday, 23 August 2026

1 pieces
Lenny's Newsletter
How to close $100K+ enterprise deals, step by step | Jen AbelMarTech · Enterprise

Saturday, 22 August 2026

1 pieces
Stage 2
How to Layer Enterprise Sales into a PLG CompanyEnterprise · HR

Friday, 21 August 2026

2 pieces
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
Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?Enterprise · AI

Thursday, 20 August 2026

3 pieces
Phin Barnes
Raise less and build softwareAI · Enterprise
Sammy Abdullah
Software Multiples Are Up, And Staying UpEnterprise · Market
Ian's Blog: Nominal Returns · Ian Gutterman
Accelerant Extinguishes Its Stock ListingInsurance · Enterprise

Wednesday, 19 August 2026

5 pieces
Sammy Abdullah
Controlling SaaS ChurnEnterprise
Saastr
5 Interesting Learnings from Atlassian at $6.6 Billion in ARR: 28% Growth, 44% RPO Growth, and a 35% One-Day Stock PopEnterprise · DevTools
Insight Partners
The enterprise AI bottleneck is about context, not capabilityAI · Enterprise · DevTools
Madrona Ventures
Celebrating HighspotEnterprise · MarTech · AI
Tomasz Tunguz · Tomasz Tunguz
Previously UnmanufacturableAI · Enterprise · DevTools

Tuesday, 18 August 2026

5 pieces
Meritech
Meritech Software Pulse | 14-August-2026Enterprise
Simon Wu
Gross Margin Isn’t Telling You What You Think It IsAI · Enterprise
Sammy Abdullah
What Publicly Traded SaaS CEO’s are saying about AIEnterprise · AI
Saastr
Rippling Ran 2,100 Scored Agent Runs Per Model on Real Payroll Data. The Cheapest Model Tied the Most Expensive One.Enterprise · AI · Infra
Ben Yoskovitz
How I Use AI Without Outsourcing the ThinkingAI · Enterprise

Monday, 17 August 2026

4 pieces
Acrew Capital
Why We Backed Wispr: The Interface That Finally ListensDevTools · Enterprise · AI
Saastr
We Churned Notion After 7 Years. Our AI Agent Took Its Last Job.Enterprise · AI
Turner Novak
🎧🍌 Rebuilding for the AI Era | Shensi Ding, MergeAI · DevTools · Enterprise
Menlo VC
The Keyboard Is Dying on Schedule. The Text Box Is Next.AI · Enterprise · DevTools

Sunday, 16 August 2026

4 pieces
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders NowAI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (08/14/2026): Weights, Wall Street, Wrappers & WatermarksAI · Enterprise · DevTools
Saastr
The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)Enterprise
Lenny's Newsletter
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian SilberAI · Enterprise

Saturday, 15 August 2026

1 pieces
Saastr
Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.AI · Enterprise

Friday, 14 August 2026

3 pieces
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by JuneAI · Enterprise · Retail
A16Z
Charts of the Week: Head In The NeocloudsAI · Infra · Enterprise
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful LifeAI · Infra · Enterprise

Thursday, 13 August 2026

7 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AIAI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStrEnterprise · DevTools · AI
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%Retail · Enterprise
Antler
Sophiie AIAI · Enterprise
Antler
CrayonLabsAI · Enterprise
Antler
Dodge.aiEnterprise · AI
Saastr
Dear SaaStr: At What ACV Size Do I Need an Account Manager in B2B?Enterprise · Market · Fintech

Wednesday, 12 August 2026

3 pieces
Saanya Ojha
Revenge of the WrappersAI · Enterprise
A16Z
What It Takes to Get PaidEnterprise · Fintech · Data
Saastr
Beware the “Mediocre Recycled.” The Zombie Executives of B2B + AI.AI · Enterprise · Market
← Prev12345Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily