TopicsPeopleFeedsGet the weekly digest
SUN 15 NOV 2026 · 148 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 & IndustrialsRoboticsMarketing & Sales TechCybersecurityBanking & Capital MarketsSemiconductorsConsumer

Friday, 13 November 2026

2 pieces
Making Connections by Jax · Jax Vullinghs
Reflexivity & the great man theory of history↗AI · Semis
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Jensen Era Ends↗Infra · Semis · Market

Thursday, 12 November 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
When the Central Bank of AI Changes Chairs↗Infra · Semis · Market

Wednesday, 11 November 2026

5 pieces
Lightspeed Venture Partners Blog
Accelerating Intelligence: Our Investment in Fractile↗Infra · Semis
A Wealth of Common Sense · Ben Carlson
Animal Spirits: What the Hell Just Happened?!↗Semis · AI · Banking
Lightspeed Venture Partners · Guru Chahal, Jonah Cader, Justin Shen
Accelerating Intelligence: Our Investment in Fractile↗Infra · Semis
Redpoint Ventures · Jacob Effron, Adil Bhatia
Accelerating Frontier AI: Our Investment in Fractile↗Infra · Semis
EM Cap · Joe Floyd
Verda on Why Europe Needs to Build Its Own Cloud, Not Rent Someone Else's↗Infra · Semis

Monday, 9 November 2026

1 pieces
Saanya Ojha
Love, Chips, and Geopolitics↗Semis · Infra · Market

Thursday, 5 November 2026

1 pieces
Craft Ventures
The Triple Down: Our Conviction in Xona’s Vision for the Future of Satellite Navigation↗Semis · Defense

Wednesday, 4 November 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Drowning Financially↗AI · Semis · Crypto

Monday, 2 November 2026

1 pieces
Michael Greeley
Scary Times: Halloween + Midterm Elections…↗Infra · Semis · Data

Saturday, 31 October 2026

1 pieces
Guru Chahal
Weekly Technology Digest — October 31, 2026↗AI · Infra · Semis

Friday, 30 October 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Earnings & Expectations↗AI · Semis

Wednesday, 28 October 2026

1 pieces
Newcomer · Eric Newcomer
The New Space Race: Startups Press Ahead on ‘Orbital Infrastructure,’ Test Feasibility of Data Centers ↗Infra · Semis · Defense

Monday, 26 October 2026

2 pieces
Akash Bajwa
Field Notes: Nvidia GTC Berlin 2026↗Infra · Semis · Climate
Wing VC
Congratulations to Classiq on Its Acquisition by Intel↗Semis · Infra

Friday, 23 October 2026

1 pieces
A16Z
Charts of the Week: Attention is All You Need ↗AI · Infra · Semis

Wednesday, 21 October 2026

2 pieces
A16Z
Why Hardware Specialization is Back↗Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
The GPU Revenue Ladder↗Infra · Semis

Monday, 19 October 2026

1 pieces
Generative Value · Eric Flaningam
What has to go right to justify the trillions being spent on AI CapEx?↗Infra · AI · Semis

Sunday, 18 October 2026

1 pieces
Guru Chahal
Weekly Technology Digest — October 18, 2026↗AI · Infra · Semis

Friday, 16 October 2026

2 pieces
A16Z
This Week in Charts: Agents Denied↗AI · Retail · Semis
Not Boring · Packy McCormick
Weekly Dose of Optimism #215↗AI · Robotics · Semis

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in siliXon↗AI · DevTools · Semis
Investing in AI · Rob May
Arm Holdings (ARM): The Royalty Machine Meets the AI Data Center↗Semis · Infra

Tuesday, 13 October 2026

2 pieces
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗AI · Infra · Semis
Tomasz Tunguz · Tomasz Tunguz
Price War in the Chip Aisle↗Infra · Semis

Monday, 12 October 2026

2 pieces
Guru Chahal
The Changing Economics of AI Infrastructure↗Infra · Semis
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: AI Cockroaches Scurry Out from Under Nvidia, the Most Valuable Company in the World↗Infra · Semis

Friday, 9 October 2026

3 pieces
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
Eclipse · Seth Winterroth
Built for the Compute Ownership Era↗Infra · Semis
Kwokchain · Kevin Kwok
Abstract Warfare: How TSMC Made Its Own Market↗Semis · Infra

Thursday, 8 October 2026

1 pieces
General Catalyst
Building the Future of Quantum↗Infra · Semis

Tuesday, 6 October 2026

1 pieces
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools

Monday, 5 October 2026

1 pieces
Radical VC
AMD Acquires World Labs↗AI · Semis · Market

Friday, 2 October 2026

1 pieces
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market

Thursday, 1 October 2026

1 pieces
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra

Wednesday, 30 September 2026

1 pieces
A16Z
State of Markets II↗AI · Semis · Industrials

Tuesday, 29 September 2026

1 pieces
Saastr
What 17,000 Subscription Apps Tell Us About Free Trial Length: Annual Plans Convert 86% Better With 30-Day Trials, Monthly Tops Out at Two Weeks, and AI Apps Hit a Wall at 16 Days↗Semis · MarTech · AI
← Prev12Next →
Top posts this week
01
02
03
04
On Fundraising
Michelle Volz
05
The Jensen Era Ends
Aspiring for Intelligence
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily