FeedsGet the weekly digest
MON 21 SEPT 2026 · 89 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
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…
makers + buildersParul Singh
AGI, unevenly distributed
Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation.
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateConsumerRoboticsCybersecurityMarketing & Sales TechSemiconductorsBanking & Capital MarketsRetail & E-commerce

Friday, 13 March 2026

2 pieces
Joe Lonsdale
Ep 145: SBA Administrator Kelly Loeffler on Exposing Billions in Fraud & What AI Means for Small Business
Tomasz Tunguz · Tomasz Tunguz
Hello, Claude? Are You There?

Thursday, 12 March 2026

23 pieces
Hunter Walk
“Vast wealth of tech billionaires has made many of them unconcerned with the little people’s lives…
Hunter Walk
“Vast wealth of tech billionaires has made many of them unconcerned with the little people’s lives — and deeply unpatriotic.” Is Paul Krugman correct?
Greycroft.com
A.I. Writes Buggy Code. A Silicon Valley Start-Up Wants to Fix It.
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #23: Building a Personal CRM
Saanya Ojha
Google Keeps Going
Thomas Reiner
Uber Is Quietly Winning the AV Rideshare Setup
Saastr
We’re 60 Days Out from SaaStr AI Annual 2026. ItShould Speak. And Why You Should Sponsor.
Insight Partners
Wonderful Raises $150M Series B to Accelerate Enterprise AI Adoption in 30+ Markets
The Micromobility Newsletter · Team M
12.9M Reasons Why Chicago Got Micromobility Right
Saastr
Being a “System of Record” Won’t Save You. It’ll Just Make Your Decline More Comfortable.
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The First Voluntary Population Crisis in History
A16Z
Institutional AI vs Individual AI
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Pricing in the Age of AI
Insight Partners
Using AI to augment, automate, even anticipate: Introducing the 3A framework
Lenny's Newsletter
How I built a 1M+ subscriber newsletter and top 10 tech podcast | Lenny Rachitsky
David Talpalar
Healthcare’s $350 Billion Administrative Tax
Saastr
Dear SaaStr: When Should I Vibe Code An App vs. Buy One?
makers + builders · Parul Singh
Autonomy is here: now agents just do things too
Feld Thoughts · Brad Feld
The Looking Glass Musubi
Newcomer · Eric Newcomer
Cursor Weighs Fresh Fundraise as Debate Rages on Coding Firm's Prospects
Kenneth Auchenberg
Agent Skills are the recipe. Vertical agents are the cake
Kenneth Auchenberg
AI skills are the recipe. Vertical agents are the cake
Tomasz Tunguz · Tomasz Tunguz
One Billion Lost Packages

Wednesday, 11 March 2026

15 pieces
Kyle Harrison
Networked Conviction 005
Greylock News
Introducing Axiamatic: AI for Enterprise Transformation
Steven Sinofsky
239. Mac Neo and my afternoon of reflection and melancholy
A16Z Crypto
What founders get wrong about selling to enterprises
A Wealth of Common Sense · Ben Carlson
Are We Due For a Correction?
Saanya Ojha
AI Bulls in a China Shop
The Sociology of Business · Ana Andjelic
What happened to luxury?
Matt Brown
Fintech's moats don't compile
Amir Kabir
Edition 37 | 2026 — Liquidity Is a Privilege, Not a Right
Grayson Judge
The Sleep Market Maturity Spectrum
A16Z
Investing in Mind Robotics
Female Founders Fund
Our Investment in Taya: The Missing Piece in Wearable AI
Saastr
If Your AI Feature Didn’t Materially Boost Revenue, It Doesn’t Count. Try Again.
A16Z
The world needs an AI lab — for Data
Saastr
While Most B2B Companies Are Decelerating, Cloudflare Just Had Its Best Quarter Since 2021. 10 Numbers That Explain Why
← Prev1…8889909192…1361Next →
Top posts this week
01
02
03
04
05
SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily