FRI 25 SEPT 2026 · 83 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
Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
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…

Tuesday, 6 August 2024

25 pieces
Collaborative Fund
A Few Little Ideas
Venture Upward · David Beisel
Playing Offense vs. Defense
A Wealth of Common Sense · Ben Carlson
3 Thoughts About the Market Correction
Frankly Speaking · Frank Wang
Compliance (GRC) engineering is promising
Ian's Blog: Nominal Returns · Ian Gutterman
Will FHCF Survive 2024 – Part II
Ryan Shannon · VC @ Radical Ventures
Are we entering the golden era of AI productivity?
Not Boring · Packy McCormick
Radiant
Top posts this week
05
Open Season
Saanya Ojha
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily