FRI 30 OCT 2026 · 147 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…

Wednesday, 5 August 2020

11 pieces
Luke Skertich · Luke Skertich
Your Product Toolbelt | Validation
Luke Skertich · Luke Skertich
Your Product Toolbelt | Validation
FirstRound Capital
Commencement
FirstRound Capital
Commencement
Feld Thoughts · Brad Feld
Never Take Money From A VC: Part 1
Digital Native · Rex Woodbury
Why TikTok Is So Groundbreaking
Avoid Boring People · Leon Lin
Chaos and control

Monday, 3 August 2020

6 pieces
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 7: Bob Meese (Duolingo)
Pirate Wires · Mike Solana
TikTok Block Party
Operators & Delian's Ramblings · Delian Asparouhov
Unpausing paid
Top posts this week
04
File Systems For Agents
Lightspeed Venture Partners Blog