FeedsGet the weekly digest
TUE 22 SEPT 2026 · 85 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
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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Thursday, 5 February 2026

13 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
Debunking Super Bowl Quarterback Myths
Saastr
Why a Lot of SaaS is Still “Terrible”: You Can’t Just Talk to It and Have It Do What You Want. It’s Time in the Age of AI.
A16Z
Best of the Best of Mobile
QED
What if nuance is the moat?
John Tough
Energize leads $16M Series A in Nixtla
Investing in AI · Rob May
AEHR Test Systems: An Overvalued Beneficiary of The Semiconductor Boom
The Micromobility Newsletter · Team M
The 60 Year Ride to Shared E-Bikes
Saastr
Inference Costs Average 23% of Revenue at AI B2B Companies. How Will You Pay For It?
David Talpalar
AI's Impact on Manufacturing Variance
First Round Review
Executive Function: Building systems that can make decisions without you | Jeanne DeWitt Grosser (COO, Vercel)
Dawn Capital
Rewiring national operating systems
Travis May
Moats Matter Again
Tomasz Tunguz · Tomasz Tunguz
Google's 52x AI Growth

Wednesday, 4 February 2026

27 pieces
Joe Lonsdale
Ep 141: AI Hackers Are Here; Cybersecurity Legend Kevin Mandia Is Building the Answer
Lateral Thinking · Marco Demeireles
Why We Invested in Synthpop.AI
Melody Koh · Melody Koh, Partner @ NextView
Why Your 50th AI Session Isn't Better Than Your 5th
Saanya Ojha
Rage For the Machine
Sierra Ventures
Sierra Ventures: Our Early-Stage Investment in Expert Intelligence
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive on the 2026 Global Solar Strategy
Newcomer · Eric Newcomer
Here's What Your Fellow Venture Capitalists Are Getting Paid
Phin Barnes
A Practical Guide to Brownfield AI Development
Feld Thoughts · Brad Feld
Interview With Guy Kawasaki
Brian Sugar
Loose Lips Still Sink Ships
Euclid Ventures
Verticals #16 - Multiplayer Vertical AI
Amir Kabir
Edition 32 | 2026 — Systemic Fragility Is Accumulative
Fika Ventures
Fika’s Fintech Focus Areas for 2026
Lenny's Newsletter
🎙️ This week on How I AI: Automate the tasks you hate + “Anyone can cook”: How v0 is bringing Git workflows to vibe coding
Insight Partners
AWARD: Venture Capital Journal’s Rising Stars of 2026 – Sophie Beshar
Insight Partners
How WRITER is building for the era of AI-native enterprise
Fintech Ruminations
Stablecoin Monetisation Models
Ethan Batraski
The American Frontier: A Trillion-Dollar Race For Technological Superiority
Saastr
Palantir: The Greatest Enterprise Software Company Of All Time Ever? Could Be.
A16Z
Gift Culture and the Intelligence Threshold
Sammy Abdullah
Top SaaS Sales Candidates Aren’t Applying to Your Jobs
Saastr
SaaStr x TBPN: If Growth Isn’t Accelerating, You’re Not an AI Company. And 9 Other Hard Truths for B2B in 2026
Lenny's Newsletter
“Anyone can cook”: How v0 is bringing Git workflows to vibe coding | Guillermo Rauch (Vercel CEO)
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Gold’s 1987 Moment
Entrepreneur First
Portfolio News | December 2025 & January 2026
Molly Welch
AI in 2026
OpenVC.app
Best Angel Investor Platforms & Websites for Startup Funding
← Prev1…109110111112113…1362Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily