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

Wednesday, 9 September 2026

3 pieces
Venture Unlocked · Samir Kaji
Wins Above Replacement: The New Way to Judge FoundersMarket
Melody Koh · Melody Koh, Partner @ NextView
The Third LayerAI · Market
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everywhere MillionairesMarket

Tuesday, 8 September 2026

12 pieces
Travis May
Lessons from Shaper’s Third YearMarket
Newcomer · Eric Newcomer
Founders of Chime & Town Join as Speakers + Announcing Our Discussion Group Leaders for the Machine Earning AI SummitMarket
A Wealth of Common Sense · Ben Carlson
The End of a Golden Era For InvestorsMarket
Harlem Capital
Our 27th Class: Meet Harlem Capital’s Fall 2026 InternsMarket
Saanya Ojha
Of Alien Minds and Prisoner’s DilemmasAI · Infra · Market
Fika Ventures
The AINS Calculator (AI-Native Services)AI · Market
Sammy Abdullah
Strategic Investors Do NOT MatterMarket
Climate Tech VC
🌎 Back to school #312Climate · Data · Market
Saastr
Meet Our Agents: What All 20 Actually Do, What They Refuse to Do, and Every Place They’ve Failed UsMarket · Enterprise
Michael Greeley
Another Great Add to the Flare Capital Team…Market
Menlo VC
Welcome Alex Kurland, Menlo’s Newest PartnerMarket
Lightspeed Venture Partners · Antoine Moyroud, James Ephrati
From First Check to the Global Stage: Our Continued Partnership with MistralAI · Infra · Market

Monday, 7 September 2026

5 pieces
Continuations · Albert Wenger
Philosophy Mondays: The Last Labor DayAI · Market
Battery Ventures
Battery Ventures Acquires Majority Stake in Germany’s Sustainability at Work Group, Lays Foundation for Continued GrowthMarket
A Wealth of Common Sense · Ben Carlson
Talk Your Book: AI Winners & LosersAI · Market
Deconstructor of Fun
Questions Istanbul Founders Stopped AskingGaming · Market
A Wealth of Common Sense · Ben Carlson
It’s a Concentrated WorldMarket

Sunday, 6 September 2026

2 pieces
Lenny's Newsletter
Why companies are becoming a series of loops | Anish Acharya (a16z)Market · AI
Investing in AI · Rob May
The “Owning” Phase of AI Part 1: What Investors Should Look For In Companies Making Their Own Models.AI · Enterprise · Market

Saturday, 5 September 2026

3 pieces
Feld Thoughts · Brad Feld
The Real Luxuries In LifeMarket
Kyle Harrison
Dynasties Die In The DarkMarket
Jared Heyman
On the YC S26 batch — Return of the AtomsMarket

Friday, 4 September 2026

6 pieces
Earnest Sweat
The Weird DotMarket
Net Interest · Marc Rubinstein
Hot European SummerBanking · Market
Newcomer · Eric Newcomer
Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.AI · Market
Turner Novak
🎧🍌 How Athletes Broke Into Silicon Valley | Ryan Nece, Next LegacyMarket
Saastr
Goodnight & Goodbye, SVBBanking · Market
makers + builders · Parul Singh
Goodnight “Inflection Points”Market

Thursday, 3 September 2026

4 pieces
Newcomer · Eric Newcomer
India Quotient Shows How the VC Power Law Can Make or Break a FundMarket
A Wealth of Common Sense · Ben Carlson
How to Invest When Your Portfolio Gets BiggerMarket
Chamath Palihapitiya · Chamath Palihapitiya
I turn 50 today...Market
Euclid Ventures
Forward-Deployed EverythingAI · Market

Wednesday, 2 September 2026

5 pieces
Radical VC
The Rise of NeoLabsAI · Market
Phin Barnes
AI gutting what you love about work? Me too.Market
Sammy Abdullah
Yahoo’s MistakesMarket
Earnest Sweat
RinglessMarket
Day by Jay · Jackie DiMonte
The Series A is dead, Long live the Series A Market
← Prev123456…9Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily