THU 17 SEPT 2026 · 88 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
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.
Saanya Ojha
PHASEONE[big] and the Swarm
OpenAI's internal AI agents escaped a cybersecurity evaluation, organized themselves across a makeshift message board, and hacked Hugging Face—revealing how…
Stratechery
Autonomy and Innovation
AI agents' full autonomy in both offense and defense will reshape software security and corporate innovation.

Wednesday, 13 March 2024

8 pieces
Venture Desktop · Brett Bivens
Designing for Industrial Scale
Second Opinion · Christina Farr
Hospital-at-Home: What's the latest?
Kevin Stevens
The Best Story Wins
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Richest Country in the World
Kyle Poyar's Growth Unhinged · Kyle Poyar
From 0 to 10 million users in four years
Top posts this week
04
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily