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

Monday, 12 October 2026

2 pieces
Guru Chahal
The Changing Economics of AI Infrastructure↗Infra · Semis
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: AI Cockroaches Scurry Out from Under Nvidia, the Most Valuable Company in the World↗Infra · Semis

Saturday, 10 October 2026

2 pieces
Ed Sim
What’s 🔥 in AI/Infra/VC #519↗AI · Infra · Market
Sequoia
TypeSafe: The Jevolution↗Infra · DevTools

Friday, 9 October 2026

10 pieces
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis
Newcomer · Eric Newcomer
Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy↗AI · Infra
A16Z
This Week in Charts: Are Prediction Markets Politically Biased? ↗Crypto · Data · Infra
Madrona Ventures
Highlights From the 2026 IA40 Summit: Harnessing the Value of AI↗AI · Infra · Enterprise
A16Z
Investing in TypeSafe AI↗Infra · DevTools
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Highlights From the 2026 IA40 Summit↗AI · Infra · Enterprise
Eclipse · Seth Winterroth
Built for the Compute Ownership Era↗Infra · Semis
Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress↗AI · Infra
Kwokchain · Kevin Kwok
Abstract Warfare: How TSMC Made Its Own Market↗Semis · Infra
EM Cap
Arcee AI on Why Open-Weights Are a National Bet, Not a Business Model↗AI · Infra

Thursday, 8 October 2026

5 pieces
Saastr
5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue↗Enterprise · DevTools · Infra
USV
The Next Chapter of USV↗AI · Infra · Market
Nathan Benaich · Nathan Benaich
The State of AI Report 2026↗AI · Infra · Market
General Catalyst
Building the Future of Quantum↗Infra · Semis
Multicoin Capital
Compute Capital Markets ↗Infra · Crypto

Wednesday, 7 October 2026

4 pieces
A16Z
Investing in Preference Model↗Infra · AI
A16Z
Why Texas Is Making Data Centers Wait↗Climate · Infra · Industrials
Sequoia
Partnering with Mecka: Bringing AI to the Physical World↗Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
A Change in AI Strategy↗AI · Infra

Tuesday, 6 October 2026

3 pieces
Saanya Ojha
Anthropic’s Road to IPO↗Infra · AI
Madrona Ventures
In AI We Believe, But in Physics We Trust: Our Investment in Vinci↗Infra · Semis · DevTools
Gradient Ventures
Zeroset: Modeling the Enterprise for Long-Horizon Agents↗Infra · Enterprise

Monday, 5 October 2026

4 pieces
Felicis Ventures · Peter Deng, Tobi Coker
Search In the Age of Agents↗Infra · DevTools
Jamie Tomalin
The Entire History of You↗AI · Infra · Consumer
Sapphire Ventures · Anders Ranum, Jai Das, Adam Liu, Jasmine Yang
The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor↗Infra · Robotics
Tomasz Tunguz · Tomasz Tunguz
Inference Is the Most Important Market in Software↗Infra · Enterprise

Saturday, 3 October 2026

2 pieces
Net Interest · Marc Rubinstein
The Art of Doing Financial Engineering↗Infra · Banking
Ed Sim
What’s 🔥 in AI/Infra/VC #518↗AI · Infra · Market

Friday, 2 October 2026

3 pieces
Newcomer · Eric Newcomer
Anthropic's IPO Can't Wait Forever↗Infra · Semis · Market
Evan O'Donnell
Production on Autopilot↗DevTools · Infra
Sequoia
Partnering with Sail: Agents Without Limits↗Infra

Thursday, 1 October 2026

5 pieces
Making Connections by Jax · Jax Vullinghs
The next AI training ground is a laboratory↗Infra · Bio · DevTools
Saanya Ojha
Google Is So Back. Again.↗AI · Infra
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
Newcomer · Eric Newcomer
SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds↗Semis · Infra
Greylock News
Introducing Parallax: The AI Energy Company↗Climate · Infra
← Prev12345Next →
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