SUN 04 OCT 2026 · 135 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…

Monday, 8 February 2021

32 pieces
Trends, Analysis, Lies and Statistics
Creator Markets in Everything
Clouded Judgement · Jamin Ball
Figma - Worth the Hype? Absolutely
Not Boring · Packy McCormick
How Twitter Got Its Groove Back (Audio)
Not Boring · Packy McCormick
How Twitter Got Its Groove Back (Audio)
First1000 · Ali Abouelatta
💌ConvertKit
Not Boring · Packy McCormick
How Twitter Got Its Groove Back
Not Boring · Packy McCormick
How Twitter Got Its Groove Back
The Sociology of Business · Ana Andjelic
ABC
Patent Drop
#022 PATENT DROP
Adventures in Venture Building
Food delivery wars in the Middle East
Tough Venturing · John Tough
Volta Industries Goes Public via $2BN SPAC
Second Opinion · Christina Farr
Are we overhyping telemedicine?
First1000 · Ali Abouelatta
ConvertKit
Top posts this week