THU 29 OCT 2026 · 162 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, 5 March 2020

2 pieces
Guy Turner
Talent Talent
The Caseload · Steve Hardgrove
The Upside-Down Insurance Incentive

Wednesday, 4 March 2020

4 pieces
Feld Thoughts · Brad Feld
Hysteria and Complex Systems
Steven Cook · Steven Cook
Welcome to Through the Wire

Tuesday, 3 March 2020

5 pieces
Bottom Up by David Sacks
Why We Invested in Sourcegraph
On Product Strategy · Fahd Ananta
Welcome
Feld Thoughts · Brad Feld
Are You Having Trouble Concentrating?

Sunday, 1 March 2020

2 pieces
Feld Thoughts · Brad Feld
Sunday Morning Reading on Covid-19
Top posts this week
02
File Systems For Agents
Lightspeed Venture Partners Blog