Pulling in from 800+ VC Blogs & Newsletters

Better Tomorrow Ventures publishes quarterly updates and essays on their thesis around vertical AI, seed-stage investing discipline, and portfolio company developments across fintech and infrastructure.

Matt Stoller analyzes monopolies, corporate consolidation, and antitrust issues across tech, media, and consumer industries through political and economic lenses.

Bilal Zuberi at Lux Capital covers AI, robotics, semiconductors, and frontier technology applications in physical industries including manufacturing, logistics, and healthcare.

Partner at Ludlow Ventures

Mark Suster, GP @ Upfront

Playbooks for bottom-up SaaS and the craft of company-building

VC @ IA Ventures

Breadcrumb VC analyzes AI, Web3, and platform business models through frameworks on network effects, monetization strategies, and technology shifts.

Breadcrumb VC explores AI infrastructure transitions, local inference models, semiconductor shifts, and economic implications of decentralized AI deployment replacing centralized cloud computing.

Brendan Baker, Partner @ Ridge Ventures

Brian Sugar writes reflections on venture capital, startups, and consumer businesses, emphasizing founder conviction, execution discipline, and the personal stories shaping entrepreneurial thinking.

Actionable knowledge in your inbox on how to think, build, and innovate like Apple & Google

The science behind building global startups

Caitlin Bolnick covers AI, robotics, vertical markets, and venture investing dynamics with focus on scaling challenges and founder psychology.

Investor @ Distributed Ventures

Newsletter examining how venture capital firms and partners are adapting to and deploying AI, with focus on competitive differentiation and operational transformation.

Essays on AI product strategy, founder scaling, growth dynamics, and moats by Casey Accidental covering AI networks, bootstrapping, and marketplace mechanics.

Coverage of enterprise AI, robotics, and industrial automation funding rounds and business strategy, publishing term sheet analysis and market trends.

Chamath Palihapitiya, GP @ Social Capital

GP & Co-Founder @ Precursor Ventures

Chinese tech longform analysis

Partner @ Color Capital

Chris Neumann, GP @ Panache Ventures

Summer Analyst @ Commerce Ventures

Clayton Petty, VC @ Gradient

A weekly newsletter on climate and innovation

Partner @ Altimeter Capital

Leo Polovets covers deep tech venture investing, startup strategy, and cash management for early-stage founders.

Making sense of commerce and fintech

Collaborative Fund publishes investment theses on consumer brands, private equity approaches, and venture capital strategy with focus on retail, e-commerce, and generational company building.

Collaborative Fund's blog covers investment thesis, consumer technology, behavioral economics, and long-term thinking from the venture firm's perspective.

Venture capital commentary covering founder-investor dynamics, market trends, and strategic insights on startup ecosystems and emerging opportunities.

Commerce Ventures covers AI-driven disruption in commerce, fintech, insurance, and enterprise software, with focus on agents, tokenization, and platform economics.

Investor @ Upper90

The "why" & "how" behind the biggest new tech concepts and startups

How Brands Create Content to Drive Revenue, Globally.

Partner @ USV

Covers healthcare infrastructure, AI applications, SaaS, financial security, and government modernization through a venture lens.

Analysis of venture capital returns, market cycles, and investment strategy in the U.S., examining concentration of outcomes and portfolio construction approaches.

Craft Ventures covers their portfolio investments and founder guidance, focusing on cybersecurity, AI infrastructure, developer tools, and enterprise software.

Chronicles across the Capital Structure

Crucible Capital covers venture capital, datacenters, physical AI, robotics, and capital structure strategy for infrastructure and capital-intensive startups.

VC firm investing in consumer and enterprise tech

Nakul Gupta covers blockchain infrastructure, DeFi, NFT marketplaces, and Web3 business operations through analysis and venture spotlights.

Exploring all things ecommerce

Dalton Caldwell, MD @ Y Combinator

Dan Cahana from Notable covers infrastructure, cloud computing, AI security, and emerging software platforms through technical analysis.

Dan Teran from Gutter Capital writes about portfolio company investments, venture management practices, and critical analysis of business decisions and industry narratives.

Essays on AI adoption across enterprise software, business process automation, and fintech by Daniel Chesley.

Podcast network covering education innovation, policy, and reform through interview-based shows exploring K-12 transformation and emerging EdTech opportunities.

David Cahn explores venture capital, AI strategy, energy innovation, and founder dynamics through long-form essays and podcasts.

VC @ SVB Capital

Personal newsletter exploring life philosophy, investing, decision-making, and finding conviction through essays on change, growth, and compounding.