WED 30 SEPT 2026 · 82 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…

Sunday, 14 November 2021

10 pieces
Accelerated · Justine & Olivia
🚀 Would you pay for Twitter?
Continuations · Albert Wenger
The Disposable Startup?
A Wealth of Common Sense · Ben Carlson
The Worst Case Inflation Scenario
Below the Line by Kevin LaBuz · Kevin LaBuz
#99 - Day One For GoPuff
The Generalist · Mario Gabriele
Tiger Global: How to Win
The Generalist · Mario Gabriele
Tiger: How to Win
Top posts this week
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily