TopicsPeopleFeedsGet the weekly digest
SUN 25 OCT 2026 · 146 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
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 4 September 2026

2 pieces
makers + builders · Parul Singh
AGI, unevenly distributed↗AI · DevTools · Infra
Tomasz Tunguz · Tomasz Tunguz
Concrete, Silicon, & Leverage↗AI · Infra

Thursday, 3 September 2026

6 pieces
Lenny's Newsletter
GPT-6 Astra is a banger - here’s everything I’ve built↗AI · DevTools
Euclid Ventures
Forward-Deployed Everything↗AI · Market
Newcomer · Eric Newcomer
Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing. ↗AI · Retail · Fintech
A16Z
The Incumbents Are Coming↗AI · Enterprise
Investing in AI · Rob May
The AI Boom And Dell: Can The Company Capture More AI Value?↗AI · Semis
Tomasz Tunguz · Tomasz Tunguz
The Ads Model for Prompts Vertically Integrates AI↗AI · Infra

Wednesday, 2 September 2026

14 pieces
Evan O'Donnell
Read, Don’t Rank↗AI · Enterprise
Radical VC
The Rise of NeoLabs↗AI · Market
Amir Kabir
Edition 61 | 2026 — The Economics of Reliability↗AI · Infra · Robotics
Saanya Ojha
Claude Takes Another Lap↗AI · Enterprise
Battery Ventures
Defying Gravity: The System of Record in the Age of AI↗Enterprise · AI
Saastr
The CPOs of Harvey, Glean and Rubrik on What It Actually Takes To Ship a Category-Winning Agent↗Enterprise · AI
Kevin Stevens
Software's Death Was Greatly Exaggerated↗Enterprise · AI
Insight Partners
Tripling down on Wonderful: Building the AI operating system for the enterprise↗Enterprise · AI
Lenny's Newsletter
Grok Bot vs. OpenClaw: How I replaced my entire agent stack↗AI · DevTools · Enterprise
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Next Michael Burry↗AI · Market
Entrepreneur First
Portfolio News | Summer 2026↗Market · AI · Infra
Akash Bajwa
Long-Horizon Agents: Compute, Memory and Power Profile↗AI · Infra · Data
Sequoia
The Cognitive Revolution↗AI · Market
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Thought It Means↗AI

Tuesday, 1 September 2026

16 pieces
Obvious Ventures
In Response to Bill Gates: It’s Time to Reimagine Capitalism↗AI · Market
Radical VC
Generalist AI Ushers In The “GPT-3 Moment for Robotics”↗Robotics · AI
Annelies Gamble
Science's Observability Problem↗Bio · AI
Teddy Blank · Teddy Blank
The Golden Age of Biomedical Devices Has Arrived↗Bio · Health · AI
NextView VC
Magical Thinking and Our Investment in Fambot↗Consumer · AI
A Wealth of Common Sense · Ben Carlson
14 Questions I’m Thinking About↗AI · Banking · Market
David Cahn
Investing in Form Energy: America’s Battery Champion for the AI Grid ↗Climate · AI
Saanya Ojha
PHASEONE[big] and the Swarm↗AI · Security
Ian's Blog: Nominal Returns · Ian Gutterman
The Time Value of Money, Revisited↗Market · AI
Sammy Abdullah
9 Major Themes from Q2 SaaS Earnings Calls↗Enterprise · AI
Carried Away
Three Beach Minimum↗Market · AI
Lenny's Newsletter
How to turn your AI into a world-class designer↗AI · DevTools · MarTech
Heartcore
👩🏻‍💻 Heartcore Insights↗AI
Sierra Ventures
Sierra Ventures Inception Investment in Thrixel↗AI · Gaming
Sequoia
Partnering with Empirik: Building the Autonomous Infrastructure Engineer↗Enterprise · AI
Tomasz Tunguz · Tomasz Tunguz
AI Productivity Doesn't Mean What I Think It Means↗AI

Monday, 31 August 2026

2 pieces
Cathay
Enterprise AI Economics: How to Scale Intelligence Without Scaling Costs↗AI · Enterprise
Nikunj Kothari
The New Valley↗AI · Market
← Prev1…1112131415…21Next →
Top posts this week
01
02
03
04
05
Why Is Every AI Data Company On 🔥?
Aspiring for Intelligence
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily