MON 28 SEPT 2026 · 93 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…

Wednesday, 16 February 2022

16 pieces
BIG by Matt Stoller · Matt Stoller
The Pentagon Knifes Wall Street
Lightspeed Venture Partners
Meet trading.tv: Livestreamed Trading
My Climate Journey · Jason Jacobs
Our Investment in Farm
Digital Native · Rex Woodbury
Talking Shop: The Transformation of Commerce
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Boomflation or a Recession?
The Rebooting
Peak news
Newcomer · Eric Newcomer
Razzlekhan and Wordcels
The Generalist · Mario Gabriele
Clair: Rewiring How America Gets Paid
Multicoin Capital
Composable Web3 Compute
The Generalist · Mario Gabriele
Clair: Rewiring How America Gets Paid

Tuesday, 15 February 2022

24 pieces
Julia Hubo & Zeynep Yavuz
Coming soon
A Wealth of Common Sense · Ben Carlson
Value Stocks Like Higher Inflation
The Micromobility Newsletter · Team M
🏦 GoTo To Go Public
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Murder Your Darlings
Forward Thinking · Mat Sherman
The Monoculture Moat
First1000 · Ali Abouelatta
🕖Waitlists
AVC · Fred Wilson
A Blistering Pace
Top posts this week
05
The Rise Of The Neo Neo Lab
Aspiring for Intelligence
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily