SUN 08 NOV 2026 · 139 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, 11 November 2024

24 pieces
Tanay Jaipuria · Tanay Jaipuria
Big Tech x Generative AI Q3 '24 Update (Part 2)
The Sociology of Business · Ana Andjelic
How to activate a cultural program
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Infrastructure Investing
Chamath Palihapitiya · Chamath Palihapitiya
What I Read This Week…
Top posts this week