FeedsGet the weekly digest
TUE 22 SEPT 2026 · 75 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 & ClimateFintechConsumerRoboticsCybersecurityMarketing & Sales TechManufacturing & IndustrialsSemiconductorsBanking & Capital Markets

Thursday, 25 July 2024

25 pieces
Travis May
Fears of an AI Bubble Seem Overhyped: A Rebuttal to the Goldman and Sequoia Reports
New Economies · Ollie Forsyth
Generation Z: The Game Changers
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Jake Epstein
A Case for the Data Center
Collaborative Fund
Fill The Bathtub
Notorious PLG · Zach DeWitt
The AI Growth Flywheel: How We're Scaling 11x Fast with Our Own AI SDR
All Raise
All Raise Quarterly Quotient | Q2 2024 in review: A community dedicated to the movement towards…
First Round Review
The Guide to Going Multi-Product: 11 Tactics for Tackling Your Next Bet
Jamesin · Jamesin Seidel
Horizontal AI Infra & "Why Now"
New Economies · Ollie Forsyth
Generation Z: The Game Changers
Sammy Abdullah
SaaS CEO Salaries at IPO
Saastr
New This Week in SaaS with Harry + Jason: Wiz Says No, CrowdStrike Will Endure, Clio at $3 Billion, and More!
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - American Exchange Project (Guest Interview)
Newcomer · Eric Newcomer
Biotech's AI Moment Brings New Tools for Drug Discovery
A Wealth of Common Sense · Ben Carlson
What’s the Worst Long-Term Return For U.S. Stocks?
My Climate Journey · Jason Jacobs
Are Clean Energy Tax Credits Safe in This Election Cycle?
My Climate Journey · Jason Jacobs
Are Clean Energy Tax Credits Safe in This Election Cycle?
AVC · Fred Wilson
Avoiding Account Takeovers
The Sociology of Business · Ana Andjelic
Igniting Organizational Change Through Trust
Lenny's Newsletter
5 essential questions to craft a winning strategy | Roger Martin (author, advisor, speaker)
Point Nine News
Choose Abundance
Saastr
10 Questions Every SaaS Founder Needs to Ask Their Customers with Canvas Ventures and Casetext
Saastr
Dear SaaStr: What Separates a Good Startup Founder From a Great One?
Glasswing VC
AI Atlas: A New Approach to Tokenization
Tomasz Tunguz · Tomasz Tunguz
The Battle for AI Gravity

Wednesday, 24 July 2024

15 pieces
Nikunj Kothari
Latitude
David Mullen
Unlocking AI Potential: The Pivotal Role of Data in Enterprise AI Adoption
All Raise
All Raise’s 2023 Annual Report: A Year of Transformation and Progress
Scale Venture Partners
Announcing our investment in Klarity
Emily Man
Fintech Goes Global: The Playbook on Rapid International Expansion With Dan Westgarth, COO at Deel
Saastr
5 Interesting Learnings from Crowdstrike at $3.65 Billion in ARR
Sequoia
Partnering with rift: Sales, simplified.
Saastr
9 Signs a Startup Isn’t Going to Make It with SaaStr CEO Jason Lemkin
Dash Media
🎙️ Ep 16 · Ed on the Edge | Pure Genius: Roger Hamilton & Peter Ritz
Dawn Capital
The CrowdStrike outage — preparing for ‘unprecedented’ events
White Star Capital
Enabling frictionless crypto spending: why we invested in Kulipa
Michael Greeley
Flare Capital Has a New Partner in Town…
Lotus Capital
The Electric Vehicle Revolution: Driving Towards a Sustainable Future
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Living the Dream
Kyle Poyar's Growth Unhinged · Kyle Poyar
An overnight success, after 8 years
← Prev1…395396397398399…1362Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily