FRI 30 OCT 2026 · 150 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
A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…

Thursday, 15 October 2020

1 pieces
The Generalist · Mario Gabriele
Jenny Friedman: The Cardi B of VC

Wednesday, 14 October 2020

32 pieces
Conor Witt · Conor Witt
Armchair Quarterbacking
Oper8r · Welly Sculley
Meet Oper8r Cohort I
Sequoia Capital
Words Matter
Sequoia Capital
Words Matter
The Rebooting
Why Axios worked
Digital Native · Rex Woodbury
Building for the Barbells
Avoid Boring People · Leon Lin
MTG: Magic: The Gathering and MeTaGaming
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 12: Thomas Dimson (ex-Instagram)
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 12: Thomas Dimson (ex-Instagram)
Top posts this week
05
File Systems For Agents
Lightspeed Venture Partners Blog