SUN 27 SEPT 2026 · 102 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, 11 August 2022

27 pieces
A Wealth of Common Sense · Ben Carlson
When is a Bear Market Over?
Interlace Ventures
E-commerce is dead.
Erik de Stefanis · Erik de Stefanis
E-commerce is dead
The Rebooting
Makers and takers
Daniel Chesley
Cohere
Nicole (Williams) Ruiz
#5 - Frontier Tech Developments
Nicole (Williams) Ruiz
#5 - Frontier Tech Developments
Ian's Blog: Nominal Returns · Ian Gutterman
How Politicians Create Bad Outcomes From Good Intentions
Ian's Blog: Nominal Returns · Ian Gutterman
How Politicians Create Bad Outcomes From Good Intentions

Wednesday, 10 August 2022

10 pieces
This Week in Fintech
This Week in Policy (8/10)
Collaborative Fund
Rare Skills
Collaborative Fund
Rare Skills
Top posts this week
02
The Rise Of The Neo Neo Lab
Aspiring for Intelligence
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily