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

Tuesday, 29 September 2026

1 pieces
Breadcrumb VC
Local AI Models: The Catalyst for the Great Reset↗AI · Infra · Semis

Thursday, 24 September 2026

1 pieces
Investing in AI · Rob May
The 2028 Handoff: Silicon Motion’s (SIMO) Bear Case and Bull Case Arrive in the Same Year↗Semis · Infra

Friday, 18 September 2026

1 pieces
Saastr
What’s Truly “Great” Now in B2B + AI Per ICONIQ? 115% Growth at $100M+, 55% Gross Margins, and $655K in Revenue Per Employee↗AI · Enterprise · Semis

Thursday, 10 September 2026

1 pieces
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis

Monday, 7 September 2026

1 pieces
Akash Bajwa
Does Concentration Risk Matter In AI?↗AI · Semis · Infra

Sunday, 6 September 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
A Chinese Chipmaker Raised $911M ↗AI · Semis · Mobility

Thursday, 3 September 2026

1 pieces
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis

Wednesday, 2 September 2026

1 pieces
A16Z
Apex: The Spacecraft Platform Company↗Defense · Semis

Tuesday, 1 September 2026

1 pieces
Sequoia
Partnering with Form Energy: America’s Battery Champion for the AI Grid↗Climate · Semis

Monday, 31 August 2026

1 pieces
Sammy Abdullah
SaaSpoca-who? SaaS companies are having their best quarter. Ever.↗Enterprise · Semis

Friday, 28 August 2026

1 pieces
A16Z
The Machine Age Fund↗AI · Infra · Semis

Thursday, 27 August 2026

1 pieces
Saanya Ojha
Nvidia vs. Physics↗AI · Infra · Semis

Wednesday, 26 August 2026

4 pieces
Saanya Ojha
Who Let the Ox Out?↗AI · Infra · Semis
Investing in AI · Rob May
Flex Ltd: Will Power Be The New Silicon?↗AI · Semis · Industrials
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI
Tomasz Tunguz · Tomasz Tunguz
NVIDIA's $108b Quarter↗Semis · AI

Sunday, 23 August 2026

1 pieces
Apoorv's notes
What I Learned Teaching the Economics of AI at Stanford↗AI · Infra · Semis

Wednesday, 19 August 2026

1 pieces
Janelle Teng
Who will be the bastion of American open-weight AI leadership?↗AI · Infra · Semis

Tuesday, 11 August 2026

1 pieces
Saanya Ojha
The AI Revolution will be Securitized↗AI · Semis

Sunday, 9 August 2026

1 pieces
Saastr
Dear SaaStr: What Is A Good Demo Conversion Rate for a SaaS Startup?↗Enterprise · Semis

Saturday, 8 August 2026

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

Friday, 7 August 2026

3 pieces
Turner Novak
🎧🍌 18x Midas Lister Bets $3B on AI | Navin Chaddha, Mayfield↗AI · Infra · Semis
Memory Leak
Optical Interconnect — A Primer↗AI · Semis
Not Boring · Packy McCormick
Weekly Dose of Optimism #205↗Climate · AI · Semis

Tuesday, 4 August 2026

1 pieces
Tomasz Tunguz · Tomasz Tunguz
Racing to Sustain Jevons' Paradox↗AI · Infra · Semis

Sunday, 2 August 2026

1 pieces
Chamath Palihapitiya · Chamath Palihapitiya
The Leverage Inside Korea’s Memory Trade↗Semis · AI · Market

Saturday, 1 August 2026

1 pieces
A Wealth of Common Sense · Ben Carlson
Why I Love the Stock Market↗Semis · AI

Wednesday, 18 March 2026

1 pieces
My Climate Journey · Jason Jacobs
Our Investment in DG Matrix↗Climate · Semis · Infra

Thursday, 26 February 2026

1 pieces
My Climate Journey · Jason Jacobs
Our Investment in Standard Nuclear↗Climate · Semis

Wednesday, 18 February 2026

1 pieces
USV
The Future of Programmable Everything Runs on Efficient Energy: Efficient Computer’s Series A↗Semis · Infra

Wednesday, 14 January 2026

1 pieces
My Climate Journey · Jason Jacobs
What a Tour of China's Factory Floor Reveals About the Future of Clean Energy↗Climate · Industrials · Semis

Wednesday, 1 October 2025

1 pieces
USV
Electroflow↗Climate · Semis
← 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