TUE 29 SEPT 2026 · 94 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, 19 January 2022

40 pieces
BIG by Matt Stoller · Matt Stoller
Microsoft Brings a Cannon to a Knife Fight
Greylock News
Congrats, Sonder!
AVC · Fred Wilson
New Leadership At Tech:NYC
Tough Venturing · John Tough
Energize leads Smartcar’s $24M Series B
Tough Venturing · John Tough
Energize leads Smartcar’s $24M Series B
A Wealth of Common Sense · Ben Carlson
Animal Spirits: 25 Million New Brokerage Accounts
The Rebooting
The rich niche
My Climate Journey · Jason Jacobs
MCJ Member Survey - Action Needed
David Sherry · David Sherry
Mistakes Made + Some Media
Ian's Blog: Nominal Returns · Ian Gutterman
The Emperor Has No Clothes Edition
Top posts this week
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily