SUN 01 NOV 2026 · 168 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…

Sunday, 21 February 2021

21 pieces
This is Going to be BIG · Charlie O'Donnell
Both Things Can Be True: Bias and Bad Fundraising Advice
Out-Of-Pocket · Nikhil Krishnan
Ciitizen And The Patient Data Marketplace
Accelerated · Justine & Olivia
🚀 How much is Coinbase worth?
The Chomp · Cody McCauley
The Chomp #059
Making Connections by Jax
On Language & Chaos
My Climate Journey · Jason Jacobs
This Week in MCJ (2/20/21)
The Generalist · Mario Gabriele
Reddit: Organized Lightning
The Generalist · Mario Gabriele
Reddit: Organized Lightning
Late Checkout · Greg Isenberg
Reddit: Organized Lightning

Saturday, 20 February 2021

4 pieces
BIG by Matt Stoller · Matt Stoller
Facecrook: Dealing with a Global Menace
Newcomer · Eric Newcomer
Weekend reading
This Week in Fintech
This Week in Fintech (2/20)
Top posts this week