THU 05 NOV 2026 · 121 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
The Exploit Was the Bottleneck↗
AI agents are dramatically reducing the time to weaponize vulnerabilities—from months to hours—reshaping cybersecurity risk.
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…

Thursday, 7 December 2023

27 pieces
Frankly Speaking · Frank Wang
Why security is a bad business
Jordan Cooper · Jordan Cooper
The Purpose of Life
Pirate Wires · Mike Solana
CEOs: Over It (GFY)
A Wealth of Common Sense · Ben Carlson
What Happens After a 20% Up Year in the Stock Market?
BIG by Matt Stoller · Matt Stoller
Is Corporate America Betting on Trump?
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Pitch Deck Template
The Micromobility Newsletter · Team M
🚂 This Electric Bike Cargo "Train" Can Pull 1,000 Lbs
From Cell to System · Morgan Cheatham
Six imperatives for AI-first companies
The Generalist · Mario Gabriele
Soft Power in Tech

Wednesday, 6 December 2023

4 pieces
Erik Torenberg
Let Sleeping Dogs Lie
AfterWork Reading
Investment Notes: Everlab
Pirate Wires · Mike Solana
Bread and Ceasefires
Top posts this week