FeedsGet the weekly digest
THU 24 SEPT 2026 · 87 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 ToolsEnergy & ClimateFintechConsumerRoboticsMarketing & Sales TechCybersecurityManufacturing & IndustrialsBanking & Capital MarketsRetail & E-commerce

Tuesday, 4 November 2025

20 pieces
Craft Ventures
Daylight Security: Investing in the Future of Managed Agentic Security Services
First Round Review
Sentry's Path to Product-Market Fit — A High School Dropout Turned an Open-Source Project into a $3B Company
Newcomer · Eric Newcomer
The Story of a Cap Table: Navan
Saastr
Dev Steps Down as CEO of MongoDB: The Beginning of the End of an Era?
LDV
“The Future of Seeing” by Dr. Daniel Sodickson: How Imaging Is Transforming Medicine, Science and Society
A16Z
Where you build is who you are: the ElevenLabs story
A16Z
Where you build is who you are: the ElevenLabs story
QED
The biggest mistake founders are making in AI
Sequoia
Partnering with Sunflower Labs: Your Autonomous Eye in the Sky
Insight Partners
How Root secures software at the speed of development
Felicis
Our Investment in DeepJudge: AI-Powered Search Built for the Complexity of Law Firms
Scott Hartley
Operation Military Banking: Tim Hsia with Scott Hartley
Lenny's Newsletter
Part 2 of how to get the most out of your product pass—and welcome, Stripe Atlas, to the bundle!
Saastr
Your Seed Round Now Needs to Last 3+ Years: What 3,365 Startups Tell Us About the New Series A Timeline
Will Ventures
A Momentarily Comprehensive Guide to Prediction Markets
Ben Yoskovitz
Vintage Shirts, Pet Rocks and Forward Deployed Engineers
Lenny's Newsletter
Part 2 of how to get the most out of your product pass—and welcome, Stripe Atlas, to the bundle!
OpenVC.app
Legal Basics for Startup Fundraising: What Founders Must Know
Building Rome(s) · Aadil Maan
Your Prioritization Framework Is Just Fine
Sequoia
Partnering with Sunflower Labs: Your Autonomous Eye in the Sky

Monday, 3 November 2025

20 pieces
Greylock News
How Resolve AI is Building Agents to Keep the World’s Software Running
Equal Ventures
2025 Emerging Manager Circle Summit Recap
Saanya Ojha
The Trillion-Dollar Rorschach Test
The Micromobility Newsletter · Team M
New Three Wheel Shared E-Scooters in Milan
Lenny's Newsletter
This week on How I AI: “Vibe analysis” with Faire + vibe coding a kid-friendly AI fortune teller
Climate Tech VC
🌎 Nuclear fleet week #269
99% Derisible · Yoni Rechtman
Friends and enemies
Greylock News
How Resolve AI is Building Agents to Keep the World’s Software Running
Saastr
AI Wins When It Does The GTM Work … People Won’t
Brian Sugar
We're All Mickey Drexler Now
A16Z
Why AC is cheap, but AC repair is a luxury
A16Z
Why AC is cheap, but AC repair is a luxury
Saastr
How to Price Your AI-First Product: The Death of SaaS Pricing and the Rise of Transactional Models with Defy Ventures’ Medha Agarwal
The Sociology of Business · Ana Andjelic
Lights, camera, IP
Insight Partners
What’s driving growth right now — and what will redefine pipeline in 2026
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Emerging Markets Are Back
Lenny's Newsletter
“Vibe analysis”: How Faire’s data team uses AI to investigate conversion drops, analyze experiment results, and convert raw data into executive-ready insights
Akash Bajwa
Rubrics as Rewards: Reinforcement Learning Beyond Verifiable Domains
Above The Crowd · Bill Gurley
I Wrote a Book!!!
Tomasz Tunguz · Tomasz Tunguz
OpenAI's $1 Trillion Infrastructure Spend
← Prev1…157158159160161…1363Next →
Top posts this week
01
02
03
Open Season
Saanya Ojha
04
05
Agents of Chaos
Saanya Ojha
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily