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…

Tuesday, 9 November 2021

24 pieces
Movements · Adam Feldman
we are back
Continuations · Albert Wenger
Getting Back to Blogging
Notorious PLG · Zach DeWitt
Notorious PLG 11.9.21
The Micromobility Newsletter · Team M
🏦 Bird Goes Public, Lime’s Close Behind
A Wealth of Common Sense · Ben Carlson
The Inexorable March Higher in Profits
Who is Nnamdi? · Nnamdi Iregbulem
Companies Rarely Grow Into Their Valuations
Next Big Thing · Nikhil Basu Trivedi
Cradlewise
David Sherry · David Sherry
Meme-Finance
Ian's Blog: Nominal Returns · Ian Gutterman
Will the End of Covid Be Good for the Economy?
Newcomer · Eric Newcomer
100 Percent Ethereum (w/ Daniel Liss)
Tanay's Newsletter · Tanay Jaipuria
Disrupting Google Search
Top posts this week
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily