THU 29 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…

Monday, 20 July 2020

4 pieces
Late Checkout · Greg Isenberg
The Unbundling of Udemy
Nongaap Investing · Mike
[Premium] Re-Designing Exec Comp

Sunday, 19 July 2020

7 pieces
Lateral Thinking · Marco Demeireles
"Why Now?"
Excoastal · Evan Lonergan
Excoastal Issue 53
Alex Danco's Newsletter
The Freud Moment
Feld Thoughts · Brad Feld
RIP Brooks Batchelor
The Generalist · Mario Gabriele
Will Joe Rogan ever IPO?
Top posts this week
04
File Systems For Agents
Lightspeed Venture Partners Blog