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

Friday, 13 November 2026

2 pieces
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Jensen Era Ends↗Infra · Semis · Market
99% Derisible · Yoni Rechtman
Note to the team↗AI · Market

Thursday, 12 November 2026

12 pieces
Feld Thoughts · Brad Feld
Book: Playground by Richard Powers↗Market · Media
A Wealth of Common Sense · Ben Carlson
The Bear Markets↗Market
A16Z Crypto
On technological revolutions and world brains↗Market
Newcomer · Eric Newcomer
The AI 100: The 100 Private Companies Defining the Age of AI↗AI · Market
Earnest Sweat
Thank God for Mississippi↗Market
Turner Novak
🎧🍌 The COO Playbook with Emilie Choi, Coinbase↗Fintech · Crypto · Market
Reaction Wheel · Jerry Neumann
Writing at Colossus↗Market
Northside Ventures
Northside Ventures Launches $30m Fund II to Back Canadian Founders at the Earliest Stages↗Market
Melody Koh · Melody Koh, Partner @ NextView
The grader is the ceiling↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
When the Central Bank of AI Changes Chairs↗Infra · Semis · Market
Scale VP · Siddharth Ramakrishnan, Jonas Ciplickas
Inference providers have their heads in the clouds↗Infra · Market
General Catalyst · Hemant Taneja
Moving First in an Era of Low Trust↗AI · Market

Wednesday, 11 November 2026

6 pieces
Harlem Capital
Inside Aunt Flow: 10 Years, $17M+ Raised, 60,000+ Bathrooms↗Consumer · Market
Harlem Capital
Inside MoviePass: He Bought His Company Back for $140K↗Media · Market
Earnest Sweat
Nobody Should Be Undisciplined↗Market
Kyle Harrison
009: Marks, Not Markets↗Market
Not Boring · Packy McCormick
Of Miracles and Moats↗AI · Market
Amplify Partners · Sachin Benny
Why Should Managers Exist?↗AI · Market

Tuesday, 10 November 2026

10 pieces
Mountside Ventures
Bootstrapping vs Fundraising: Pros and Cons for Early-Stage Companies↗Market
Carried Away
Diligence Theater↗Market
Equal Ventures
Lessons from our 5th Annual Emerging Manager Circle Summit↗Market
A Wealth of Common Sense · Ben Carlson
This is Why You Need a Plan↗Market
Saastr
Anthropic’s IPO Puts ~$216 Billion in Employee Hands. Another $160 Billion Is Reserved for the Next Hires.↗AI · Market
Euclid Ventures
You’re Hiring Too Many Reps↗AI · Market
Sammy Abdullah
Strategic Investors Can Be Harmful in Tech↗Market
Simon Wu
The Tenant Is About to Be Worth More Than the Landlord↗Infra · Market
Lenny's Newsletter
State of the tech job market: late 2026↗HR · Market
Sajith Pai
No title↗Market · AI · Enterprise

Monday, 9 November 2026

10 pieces
Lightspeed Venture Partners Blog
Abby Denburg↗Market
Lightspeed Venture Partners Blog
Ofir Dayan↗Market
Lightspeed Venture Partners Blog
Michael Kaufman↗Market
Saanya Ojha
Love, Chips, and Geopolitics↗Semis · Infra · Market
Harlem Capital
Inside Field Ventures: From 3 Unicorn Bets to Starting His Own Fund↗Market
Harlem Capital
Inside Tech:NYC: 10 Years Building New York Tech Ecosystem↗Market · Gov
Radical VC
Inside the 2026 Radical AI Founders Masterclass↗AI · Market
Lolita Taub
🙏🏽 Thank you, one small ask, and prizes↗Market
Lightspeed Venture Partners Blog
Sean Carlson↗Market
Lightspeed Venture Partners Blog
Shawn Thorne↗Market
← Prev12345…21Next →
Top posts this week
01
02
03
The Jensen Era Ends
Aspiring for Intelligence
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily