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…

Sunday, 1 October 2023

1 pieces

Friday, 29 September 2023

30 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
A Wealth of Common Sense · Ben Carlson
Three Things Investment People Hate to Admit
Collaborative Fund
The Tide Is Going Out
Net Interest · Marc Rubinstein
Guardians of the Rich
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Do We Really Have Too Much AI Infrastructure?
The Micromobility Newsletter · Team M
🎟 Save $640 on Tickets - Offer Ends Tonight
Not Boring · Packy McCormick
Weekly Dose of Optimism #62
Digital Native · Rex Woodbury
The Mobile Revolution vs. The AI Revolution
Digital Native · Rex Woodbury
The Mobile Revolution vs. The AI Revolution
Top posts this week