SUN 08 NOV 2026 · 138 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
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
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…

Monday, 27 January 2025

31 pieces
Opus Letter · Derek Urben
Opus 27: Notes on Davos & The WEF
Blake Robbins
On Alignment
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Net Interest · Marc Rubinstein
Introducing Net Interest Extra
Stratechery
DeepSeek FAQ
The Sociology of Business · Ana Andjelic
What retail CEOs don't know
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Private Credit Opportunity Set
Building Rome(s) · Aadil Maan
How To Deal With Ambiguity As A TPM
The Valley of Dunning-Kruger · Everett Randle
Game Over? (Summer 2022)
Top posts this week