FRI 25 SEPT 2026 · 83 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
Jess Schram
The Durable Majority
AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund.
Menlo VC
2026: The State of Consumer AI
Consumer AI spending tripled to $40B in 2026 while adoption grew just 3 points, as existing users deepened engagement through higher payment rates (55%), daily…
Emily Man
Enterprise AI is Finally Delivering on the Promise SaaS Made
Enterprise AI's real opportunity isn't raw intelligence—it's encoding organizational expertise through continual learning loops that compound across customer…

Thursday, 19 January 2023

25 pieces
Feld Thoughts · Brad Feld
Interviews about Dealing with 2023
The Rebooting
Ownership
My Climate Journey · Jason Jacobs
Transforming the Built Environment with Biochar
Peter G Schmidt · Peter G Schmidt
Generative AI Use Cases
Fintech Ruminations
RWA#2 – REAL WORLD ORACLES
Late Checkout · Greg Isenberg
Audiences versus communities
The Micromobility Newsletter · Team M
⏰ Micromobility World Starts in 3 Hours
Spencer Peterson · Spencer Peterson
Looming Recession
Blockchain Capital Blog
The Power of Predicates
Top posts this week
05
Open Season
Saanya Ojha
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily