SAT 07 NOV 2026 · 133 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
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
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, 5 October 2023

24 pieces
A Wealth of Common Sense · Ben Carlson
Experts vs. Amateurs
Nkechi Iregbulem
Investing in Gradient
The Rebooting
Product people
Ian's Blog: Nominal Returns · Ian Gutterman
My Best Investment Idea: Three Year Treasuries
First1000 · Ali Abouelatta
Headway
The Micromobility Newsletter · Team M
🌬 LeMond’s New Ebike Is Light As Air
The Generalist · Mario Gabriele
What do venture capitalists do?
Top posts this week