TopicsPeopleFeedsGet the weekly digest
SUN 25 OCT 2026 · 147 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

Saturday, 24 October 2026

1 pieces
Jeff Morris Jr.
Once Upon a Time in El Segundo↗Defense · Robotics · Climate

Friday, 23 October 2026

2 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #216↗Health · Bio · Climate
Accel
Zetwerk's IPO: Building India's Universal Factory↗Industrials · Supply Chain · Climate

Thursday, 22 October 2026

2 pieces
Amir Kabir
Edition 68 | 2026 — The Grid Becomes a Control Problem↗Climate · AI · Security
Sapphire Ventures
Protecting the Machines that Keep Things Running: Why We're Deepening Our Partnership with Tractian↗Industrials · Infra · Climate

Wednesday, 21 October 2026

1 pieces
Craft Ventures
Our Partnership with ASI: America’s engine for critical industries↗Defense · Climate · Mobility

Tuesday, 20 October 2026

1 pieces
Fabrice Grinda
A Week in China: Pragmatism, Scale and the Robotics Craze↗Robotics · Industrials · Climate

Monday, 19 October 2026

1 pieces
Climate Tech VC
🌎 Who builds Europe’s biggest climate companies #318↗Climate · Market

Sunday, 18 October 2026

1 pieces
Investing in AI · Rob May
Beyond The GPU: Second Order Thinking In AI Infrastructure↗Infra · Climate · Industrials

Saturday, 17 October 2026

1 pieces
BIG by Matt Stoller · Matt Stoller
How the Fed Is Quietly Inflating the AI Bubble While Hiking Your Electric Bill↗AI · Climate

Friday, 16 October 2026

2 pieces
Lowercarbon
The Fourteen Cent Fire Drill↗Insurance · Climate
Newcomer · Eric Newcomer
Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade ↗Infra · Climate

Wednesday, 14 October 2026

2 pieces
Antler
Why we invested in Lir Labs↗Climate · Industrials
Antler
Uncharted AI↗Materials · Climate · Robotics

Tuesday, 13 October 2026

3 pieces
Harlem Capital
Clean Power, Delivered by Sea: Our Investment in Bluecore Energy↗Climate
Climate Tech VC
🌎 Q3 roundup ft. mega deals, nuclear listings, and more #317↗Climate · Infra
Felicis Ventures
Power Player↗Infra · Climate

Monday, 12 October 2026

2 pieces
Akash Bajwa
Capital Stacks For Atoms↗Climate · Industrials · Defense
Dynamo VC · Santosh Sankar
Dynamo Dispatch (2026/10/12)↗Mobility · Climate · Industrials

Friday, 9 October 2026

1 pieces
Climate Tech VC
🌎 Inside the frenzied heart of the $11 trillion AI buildout 😵‍💫↗Climate · Infra · Semis

Wednesday, 7 October 2026

3 pieces
A16Z
Why Texas Is Making Data Centers Wait↗Climate · Infra · Industrials
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility
Energize Capital
Celebrating Smartcar's Next Chapter↗Climate · Mobility

Tuesday, 6 October 2026

2 pieces
My Climate Journey · Jason Jacobs
You Can’t Solve Climate Change Without a Resilient Grid↗Climate · AI
General Catalyst
The Robotics Company Creating Safer Jobs↗Robotics · Defense · Climate

Monday, 5 October 2026

1 pieces
Climate Tech VC
🌎 Fervo flips the switch #316↗Climate

Thursday, 1 October 2026

5 pieces
Equal Ventures
Climate is the Real Economy - Insider Views from the Climate Capital Summit↗Climate · Infra · Industrials
Greylock News
Introducing Parallax: The AI Energy Company↗Climate · Infra
Peter G Schmidt · Peter G Schmidt
Episode 6: Cummins, Inc.↗Industrials · Climate
Energize Capital
Celebrating DroneDeploy's Next Chapter↗Robotics · Built World · Climate
Energize Capital
Why We Invested in Emerald AI↗Climate · Infra

Tuesday, 29 September 2026

3 pieces
Joe Lonsdale
Ep 163: John Jovanovic on Turning Around the U.S. Export-Import Bank, Trump’s $12B Critical Mineral Reserve, and "Revenge of the Physical World"↗Climate · Industrials · Gov
My Climate Journey · Jason Jacobs
The Power We Need Already Exists. It's Just Going to Waste.↗Climate · Infra
Extantia Capital
Round-the-Clock, Carbon-Negative Power: Why We Invested Again in Reverion↗Climate

Monday, 28 September 2026

3 pieces
Climate Tech VC
🌏 Overheard at NYCW '26 #315↗Climate · Infra · Market
Not Boring · Packy McCormick
Airbound: As We May Move↗Mobility · Climate · Robotics
Michael Greeley
Guten Tag, Germany – Alles Gut…↗Market · Climate · Defense

Friday, 25 September 2026

1 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #212↗Bio · Materials · Climate

Thursday, 24 September 2026

1 pieces
Making Connections by Jax · Jax Vullinghs
Natural General Intelligence↗AI · Climate

Wednesday, 23 September 2026

1 pieces
Newcomer · Eric Newcomer
Crusoe Is on Track for $2 Billion in Revenue as the Data Center Backlash Builds↗AI · Climate
← Prev123Next →
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