TopicsPeopleFeedsGet the weekly digest
WED 28 OCT 2026 · 158 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…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 6 March 2026

3 pieces
Not Boring · Packy McCormick
Weekly Dose of Optimism #183
Sequoia
Services: The New Software
Nikunj Kothari
Become A Tinkerer

Thursday, 5 March 2026

32 pieces
G2VP
Why Soil Organic Carbon Credits Are Worth Watching — and What Still Needs to Play Out
Greylock News
Introducing Cylake: AI-Native Cybersecurity with Total Data Sovereignty
Obvious
Inside the First World Positive Summit
Saastr
20VC x SaaStr: The AI Power Grab — Anthropic Blinks, OpenAI Raises $110B, and Every CEO I Know Wants to Cut 40% of Their Team
Santosh Sankar
Field Notes- Venture is Optimizing for the Wrong Thing
Newcomer · Eric Newcomer
Venture Investors See Big Promise in AI-Native Cybersecurity Startups
Saanya Ojha
OpenAI Ships Into the Storm
Craft Ventures
References, Backchannels, and the Risk of Outsourcing Judgment
Making Connections by Jax · Jax Vullinghs
Building a System of Agents
Level VC
The Endogenous Investor
A Wealth of Common Sense · Ben Carlson
Preparing Without Predicting
Turner Novak
🎧🍌 Benchmark's Chetan Puttagunta on the Past, Present, & Future of Software
Megan Maloney
Healthcare Enters the Trillion Dollar Club
Collin Wallace
Everyone Wants to Be a YC Founder. That's Exactly the Problem.
Not Boring · Packy McCormick
Costless Sacrifice
Saastr
If You’re Behind on AI, Put Your 10-20 Best Engineers in a Different Building. Today.
Climate Tech VC
🌎 Introducing Powerstack from Sightline Climate
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: How Equity Tokenization Is Redefining the Future of Finance
A16Z
Jared Isaacman: Introducing NASA Force
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Fighting Churn
Emergence Capital
Outcomes > Seats. AI Enters Its Operating Phase
Maveron
Why fast-growing consumer brands need a verticalized financial OS
Saastr
CrowdStrike Just Had Its Best Quarter Ever. So Much for AI Disrupting Cybersecurity. But The Markets Want to See … Acceleration.
A16Z
Investing in Lio
David Talpalar
The Next Era of “Embedded”
The Micromobility Newsletter · Team M
London E-Scooter Trips Up 54%
Investing in AI · Rob May
NVIDIA’s Road To $10T
Dawn Capital
Beyond Vibe Coding: Crossing the Chasm to Enterprise-Grade AI Apps
Feld Thoughts · Brad Feld
Hello World
Antler
Can a Japan-Based Startup Actually Win with a Global Team?
Sequoia
Services: The New Software
Tomasz Tunguz · Tomasz Tunguz
Data Center Intelligence at the Price of a Laptop

Wednesday, 4 March 2026

5 pieces
On My Mind · Michael Dempsey
AI Safety Has 12 Months Left
Amir Kabir
Edition 36 | 2026 — The Silent Repricing of Duration
A16Z Crypto
Agentic commerce won't kill cards, but it will open a gap
Euclid Ventures
Top 12 Moments from Verticals, So Far
Earnest Sweat
No One Knows My Name
← Prev1…113114115116117…1385Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily