SUN 01 NOV 2026 · 163 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
A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
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…

Wednesday, 5 May 2021

25 pieces
David Sherry · David Sherry
Turn Your Filter Bubble into a Classroom
Trajectory · Mikal Khoso
The End of Trajectory
Apex Venture Studio
IPO Radar - Squarespace
Feld Thoughts · Brad Feld
Password Insanity
The Rebooting
Less is more
Paul Graham Essays
An NFT That Saves Lives
Exponential View · Azeem Azhar
📊 EV’s charts of the week #25
Exponential View · Azeem Azhar
📊 EV’s charts of the week #25
Feld Thoughts · Brad Feld
Password Insanity
Continuations · Albert Wenger
Climate 101: Part 2 Solutions

Tuesday, 4 May 2021

1 pieces
Top posts this week