TopicsPeopleFeedsGet the weekly digest
THU 05 NOV 2026 · 118 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 30 October 2023

5 pieces
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Luxury
European Tech Weekly
European Tech Weekly - Week 43
Akash Bajwa
Risk Curves in Venture Capital
Eric Feng
Welcoming Solana to Cymbal
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Striking Autoworkers Get a Big Win, Google Takes a Big Loss

Sunday, 29 October 2023

4 pieces
A Wealth of Common Sense · Ben Carlson
How Much is a 3% Mortgage Worth?
Nongaap Investing · Mike
Illumina: Icahn Drops "Helix" Bombshell
Kiera Klinsky
Abbey Cahill | Writer and Founder of The Q Review
Lenny's Newsletter
Reflections on a movement | Eric Ries (creator of the Lean Startup methodology)

Saturday, 28 October 2023

6 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Our 2023 Reflections and Forward Looking Focus
Pirate Wires · Mike Solana
Techno-Optimists Only
Josh Elman
Earning the right to do the next thing is more important than doing the right thing once
Kyle Harrison
Oops, I Did It Again
Ed Sim
What's 🔥 in Enterprise IT/VC #365
Erik Torenberg
Group Narcissism

Friday, 27 October 2023

24 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week…
A Wealth of Common Sense · Ben Carlson
The Crash Callers Won’t Save You
Marque VC
Jake Chapman to Speak on US-China Competition
BIG by Matt Stoller · Matt Stoller
The Banality of Price Fixing
Boldstart VC
20VC: The Three Types of Seed Rounds (aka “Inception Rounds”), Why Seed Has Never Been More Competitive…
Ripple Ventures
Ripple Ventures: On Fellow Fund’s First Anniversary, Reflections, and How We Evaluate Companies
David Teten
How investors can fight terror
David Teten
How Investors can fight terror
Net Interest · Marc Rubinstein
A Reckoning in Payments
Lenny's Newsletter
🧠 Community Wisdom: AMA with Andy Johns + Calculating TAM for a startup in a new category, coping with job search rejections, shifting from output to an outcome-focused roadmap, and much more
Pirate Wires · Mike Solana
19 Scientists Who Have Saved the Most Lives
Battery Ventures' Substack
Rethinking Software Pricing in the Era of AI
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Open (Source) Sesame
Sammy Abdullah
State of the Cloud and SaaS
Clouded Judgement · Jamin Ball
Clouded Judgement 10.27.23 - Cloud Giants Report Q3 '23
Boldstart VC
Inception Investing: the new race to be first in Venture… and Pre-Seed ain’t first any more
Movements · Adam Feldman
Setback for Self-Driving Industry as California Suspends Cruise | Oct 27th, 2023
Not Boring · Packy McCormick
Age of Miracles
Boldstart VC
Inception Investing: the new race to be first in Venture… and Pre-Seed ain’t first any more
Sturgeon Capital
How big really is 250m people?
Making Connections by Jax
Where could Spotify take Audiobooks?
Building Rome(s) · Aadil Maan
Shape of "Trust" - Pt 1
Building Rome(s) · Aadil Maan
Shape of "Trust" - Pt 1
Tomasz Tunguz · Tomasz Tunguz
Gas Gas Revolution

Thursday, 26 October 2023

1 pieces
Deepwater Asset Mgmt
Rise of the Creator
← Prev1…553554555556557…1391Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily