TopicsPeopleFeedsGet the weekly digest
TUE 27 OCT 2026 · 159 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Wednesday, 25 March 2026

11 pieces
A16Z
Robotics Needs Fewer Roboticists*
White Star Capital
The builders of America deserve better software: why we invested in Trayd
Glasswing VC
Glasswing Ventures Co-leads Seed Investment in Construction Intelligence Platform, Krane
Flare Capital
Investing in Qualified Health
A16Z
Investing in Glimpse
Saastr
The SaaS Rout of 2026 Is Even Worse Than You Think. For the First Time Ever, Software Now Trades at a Discount to the S&P 500.
Lenny's Newsletter
How Stripe built “minions”—AI coding agents that ship 1,300 PRs weekly from Slack reactions | Steve Kaliski (Stripe engineer)
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Best Stocks in History
Saastr
Dear SaaStr: How Long Does It Take to Deploy an AI SDR?
Extantia Capital
Closing the Loop In European Textiles
Feld Thoughts · Brad Feld
Quality

Tuesday, 24 March 2026

29 pieces
A Wealth of Common Sense · Ben Carlson
A Short History of Stock Market Pullbacks
Fabrice Grinda
Episode 53: Ask Me Anything
Saanya Ojha
Jensen Huang Would Like You to Think Bigger
Insight Partners
Supercharging financial advisors: How AI is reshaping wealth management
Alex Lazarow · Alex Lazarow
Announcing The Fluent Geo Alpha Prize
Continuations · Albert Wenger
AI Bubble or Not?
Annelies Gamble
Making Manufacturing Simulation Better, Not Just Faster
Annelies Gamble
Making Manufacturing Simulation Better, Not Just Faster
Newcomer · Eric Newcomer
The Trials of Satya Nadella
Phin Barnes
Anna Binder (Asana) x Erica Galos Alioto (Retool) on the Chief People Officer job
Pear
How to make your first hires: Start with your network
First Round Review
Guideline's Path to Product-Market Fit — The Early Decisions That Powered Its Acquisition by Gusto
Saastr
You Can’t Train an AI Agent and Then Just … Go Away. We Did, It Fell Off The Rails. And We Didn’t Even Know.
Sammy Abdullah
What Q4 Earnings Calls Reveal About AI’s Impact on Software — updated
QED
The only moat is trust
Female Founders Fund
2025 Review of Funding for Female Founders
Scott Hartley
The Ultimate Revive-al: Allison Lee with Jenny Fielding
Not Boring · Packy McCormick
Electromagnetism Secretly Runs the World
Lenny's Newsletter
State of the product job market in early 2026
Melody Koh · Melody Koh, Partner @ NextView
Who Captures the Value?
Saastr
5 Ways to Turn Your Support Data Into a Customer Acquisition Channel with HappyFox’s Founder CEO
Lenny's Newsletter
State of the product job market in early 2026
Mountside Ventures
TiPJAR closes £4.5m
A16Z
The Algorithm That Keeps Compounding
Meritech
Meritech Software Pulse | 3.23.2026
Alfred Lin
AI Adoption vs. AI Advantage
On My Mind · Michael Dempsey
Psychedelics, Religion, and Bryan Johnson
Tomasz Tunguz · Tomasz Tunguz
AI's Bundling Moment
Multicoin Capital
Investing for the Long Haul
← Prev1…102103104105106…1384Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily