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71 feedsMichelle Volz, GP at Pax, covers venture capital incentive structures, nuclear energy, and geopolitical competition in her Substack newsletter.
Built world · Market structure
Patternbreakers explores unconventional thinking, startup philosophy, and breakthrough ideas through essays on reframing problems and challenging conventional wisdom.
Partner @ On Deck
Philosophical and political essays examining technology, economics, language, and contemporary culture through literary and historical frameworks.
Enterprise · AI
A newsletter about trucking for insiders and vaguely-interested outsiders
Molly Welch from Radical Ventures explores AI applications, vertical SaaS, LLMs, and generative AI trends shaping enterprise software.
Sriram Krishnan shares observations on tech, open source, venture capital, and cultural trends through essays and podcast conversations.
Mountside Ventures covers growth-stage funding rounds and exits across fintech, healthtech, travel, and SaaS sectors, focusing on UK and European startups scaling through debt and equity financing.
Travel · Marketplaces
Mouro Capital's fund blog covering fintech investments across Latin America, Europe, and emerging sectors including agriculture, debt collection, and decentralized identity.
Cryptocurrency and blockchain investment research covering AI infrastructure, DeFi primitives, real-world assets, and crypto market analysis.
Crypto · AI & infra
Newsletter summarizing weekly happenings in the MCJ community and broader climate world.
Climate · AI
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30 feedsPartner @ A16Z
Nathan Benaich covers AI developments, funding trends, and policy impacts through monthly newsletters and reports, with focus on European AI infrastructure and sovereignty.
AI · AI & infra
weekly essay by a venture capitalist (@nbt) in search of the next big thing
AI · DevTools
NextView VC partners analyze early-stage venture trends, AI applications across sectors, and their portfolio companies' strategies and market opportunities.
Market structure · AI
Personal essays on entrepreneurship, partnerships, and business philosophy from an operator's perspective, covering startup challenges and leadership lessons.
Nicole (Williams) Ruiz, Investor @ Compound
Analysis of venture capital, AI deployment challenges, and startup fundamentals by a product veteran examining gaps between hype and reality in tech investing.
Market structure · AI
Newsletter covering venture investments in biotech, AI, and infrastructure sectors, with focus on American dynamism and frontier technology companies.
Defense · Bio
Mike analyzes public company fundamentals and non-GAAP metrics, covering growth-stage tech, healthcare, and telecom stocks through quarterly earnings deep-dives.
Northside Ventures covers Canadian venture capital trends, fund management insights, and sector analysis including defence and AI, with focus on early-stage founder support and market observations.
Defense · Market structure
Packy McCormick's newsletter exploring venture-backed companies and technological progress across AI, biotech, climate, robotics, and defense.
AI · Bio
Partner @ Wing
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16 feedsObvious covers venture investments in autonomous vehicles, robotics, electrification, and AI-driven infrastructure, publishing investment theses and company profiles.
AI · Robotics
VC @ Supernode Global
Michael Dempsey writes contrarian essays on venture capital dynamics, startup trends, AI safety, and broader cultural narratives affecting tech and society.
Market structure
Practical guides for founders on fundraising strategy, investor types, and startup valuations, with case studies of successful raises across healthcare, AI, and construction sectors.
Market structure · Healthcare
Medium publication covering venture capital, emerging markets, labor economics, and corporate strategy with focus on AI, insurtech, and regional business dynamics.
Investor @ Left Lane Capital
Healthcare, but funny
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21 feedsNewsletter covering AI startup strategy, go-to-market engineering, enterprise sales tactics, and founding best practices.
Newsletter analyzing vertical AI applications, enterprise software deployment, and AI-native business models across legal tech and other sectors.
Peek into the future with a summary of new patents from big tech companies
Patrick Salyer writes about venture capital, startup strategy, and SaaS operations, covering Series A dynamics, AI adoption, CEO leadership, and enterprise software scaling.
Market structure · Enterprise
Founder @ yCombinator
Pear VC's blog covers their portfolio investments and theses across AI, enterprise software, robotics, fintech, and talent in tech, with founder and investing insights.
Market structure · Enterprise
Phil Boyer, Partner @ Crosslink
The General Partnership covers organizational scaling, AI's impact on work and software development, and technical leadership for early-stage ventures and founders.
Market structure · AI
Picus Capital covers AI, energy, climatetech, fintech and robotics investments, with focus on emerging markets and portfolio company narratives.
Point Nine News covers AI, SaaS, software development, and European tech regulation through analysis and investment perspectives.
Point72 Ventures covers infrastructure, healthcare, defense tech, and entertainment AI investments with analysis of market trends and portfolio companies.
Partner @ Susa Ventures
Preface Ventures publishes updates on portfolio companies, enterprise seed funding insights, and perspectives on VC fund management and diversity practices.
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2 feedsQasim Mohammad covers consumer brands, creators, healthcare, beauty, and emerging technologies like AI and Web3 through essays and interviews.
QED Investors writes investment theses and case studies on fintech, AI applications, and emerging technologies, exploring how startups compete and create value across crypto, insurance, and enterprise software.
Fintech · AI
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32 feedsCoverage of AI development, robotics, and frontier applications in fintech and biotech, with focus on world models, forecasting systems, and organizational approaches to AI scaling.
AI · AI & infra
Jerry Neumann analyzes venture capital investing fundamentals, startup methodology, and AI prospects through technical and philosophical frameworks.
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