MON 05 OCT 2026 · 128 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…

Friday, 29 January 2021

2 pieces
The Generalist · Mario Gabriele
Five Startup Ideas #019 (Premium)
The Generalist · Mario Gabriele
Five Startup Ideas #019

Thursday, 28 January 2021

27 pieces
Building Startups · Vaibhav Namburi
I wrote this using AI
Making Connections by Jax
Our Diversity Pledge
Feld Thoughts · Brad Feld
The Gamespot Phenomenon
Chinese Characteristics · Lillian Li
What I talk about when I talk about Chinese tech
My Climate Journey · Jason Jacobs
Startup Series Episode 26: Wright Electric
Exponential View · Azeem Azhar
Cleaning up info-pollution
Not Boring · Packy McCormick
Podz & The Future of Audio
Not Boring · Packy McCormick
Podz & The Future of Audio
Not Boring · Packy McCormick
Podz: Interview with CEO Doug Imbruce
Not Boring · Packy McCormick
Podz: Interview with CEO Doug Imbruce
Feld Thoughts · Brad Feld
The GameStop Phenomenon
Nongaap Investing · Mike
[Premium QN] 'Tis but a scratch!
Gen Z Voice · Thomas Lombardozzi
GZV #4: Sourced
Lateral Thinking · Marco Demeireles
Where Subscriber Lifetimes Outlive Funds
The Generalist · Mario Gabriele
Roblox: Cultural Currency (Premium)
The Generalist · Mario Gabriele
Roblox: Cultural Currency
AVC · Fred Wilson
The Revenge Of Retail
Top posts this week