TopicsPeopleFeedsGet the weekly digest
SUN 01 NOV 2026 · 163 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
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
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…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Friday, 3 May 2024

16 pieces
A Wealth of Common Sense · Ben Carlson
The New Normal in Housing Prices
Short-Formed · Anu Atluru
What I Talk About When I Talk About Reading
BIG by Matt Stoller · Matt Stoller
An Oil Price-Fixing Conspiracy Caused 27% of All Inflation Increases in 2021
Sammy Abdullah
SaaS Learnings from Rubrik’s IPO
Newcomer · Eric Newcomer
Silicon Valley on the Hill...Companies Spending More on AI...Tesla Drops its EV Chargers
Net Interest · Marc Rubinstein
The Private Equity Machine
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Data Labeling in the Era of AI
Saastr
Learn From 15 CEOs of YCombinator’s Top Companies: Sessions at SaaStr Annual and Europa
Clouded Judgement · Jamin Ball
Clouded Judgement 5.3.24 - Hyperscalers Report Q1 + Early Look at Software Reports
A16Z Home Feed
Securing the Software Supply Chain with LLMs
Kiera Klinsky
This is Not a Networking Event
Movements · Adam Feldman
NYC Advances Urban Delivery: Introduces E-Cargo Bikes for Safer, Greener Freight Solutions | May 3rd, 2024
Not Boring · Packy McCormick
Weekly Dose of Optimism #92
Saastr
The Three SaaS Metrics That Matter in 2024 with SaaStr Founder and CEO Jason Lemkin
Evan O'Donnell
An AI r/evolution
Multicoin Capital
Unbundling Sotheby’s

Thursday, 2 May 2024

24 pieces
Entrepreneur First
EF demo day hits SF + Applications open for 1 week only
Elizabeth Yin · Elizabeth Yin
Do you set up your exit before you start your company?↗Market
Pirate Wires · Mike Solana
Venture Capital’s Space for Sheep
A Wealth of Common Sense · Ben Carlson
What’s the Right Savings Rate?
AVC · Fred Wilson
I've Moved Onchain
AVC · Fred Wilson
I’ve Moved Onchain
Trace Cohen
Why are there so many billion-dollar AI startups?
Newcomer · Eric Newcomer
Sequoia, a16z, YC, BCV, Spark & More Added to Newcomer's VC Directory
USV
Doubling Down on Onchain Publishing with Paragraph
Joe Lonsdale
Ep 87: Dr. Cliff Winston — Deregulate Lawyers, Deregulate Airlines, and Let Markets Correct Themselves
Twelve Below
Caladan Bio
Twelve Below
Draftboard
Point72 Ventures
The Next Wave of Consumer Startups: Why Point72 Ventures is All In
Deepwater Asset Mgmt
Meta’s AI Investments Will Pay off in the Long Run
Deepwater Asset Mgmt
Google’s Results Show AI Can Complement Search
Dash Media
🎙️ Ep 10 · Ed on the Edge | Truth Teller and Warrior: Bari Weiss
Harlem Capital
AI in Manufacturing Software
Evan O'Donnell
An AI R/evolution
Saastr
Do You Even Need Quotas if You Have a High Performing Sales Team? In Turns Out — Yes
Sammy Abdullah
Cloud suggests improving market for SaaS
NextView VC
Generative AI: How does it affect HBS entrepreneurs?
NextView VC
Generative AI: How does it affect HBS entrepreneurs?
Digital Native · Rex Woodbury
Daybreak: Building a Venture Capital Firm
Sequoia
Partnering with Apex Security: The AI-Empowered Future, Secured
← Prev1…460461462463464…1388Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily