SAT 26 SEPT 2026 · 88 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…

Tuesday, 22 November 2022

22 pieces
Newcomer · Eric Newcomer
Taylor Swift Tickets, FTX & Twitter
A Wealth of Common Sense · Ben Carlson
It Might Take a Recession to Slow Down the Consumer
This Week in Fintech
This Week in Policy (11/22)
Peter G Schmidt · Peter G Schmidt
YEXT Inc - Deep Dive
First1000 · Ali Abouelatta
📧 Welcome Emails
The Micromobility Newsletter · Team M
💵 Buttigieg on Fate of Ebike Subsidy
BIG by Matt Stoller · Matt Stoller
Monopolies and Cybersecurity Disasters

Monday, 21 November 2022

1 pieces
Top posts this week
02
The Rise Of The Neo Neo Lab
Aspiring for Intelligence
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily