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

Wednesday, 25 February 2026

10 pieces
Saastr
The Agent Orchestration Problem: How We Wire 20+ AI Agents Together Without Losing Our Minds
Saastr
Stripe’s Latest Data: Startups Are Growing 50% Faster, Computer Demand Drove ~50% of GDP Growth, 60% More Apps YoY, and More
Lenny's Newsletter
5 OpenClaw agents run my home, finances, and code | Jesse Genet
The Sociology of Business · Ana Andjelic
The umami experience
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Everyone Hates AI
Digital Native · Rex Woodbury
10 Charts That Capture How the World Is Changing
Nicole (Williams) Ruiz
How to Use Claude to Purchase Quality Goods
Antler
Why Physical AI Founders Must Come to Korea
Minutes
Jump Ball
Tomasz Tunguz · Tomasz Tunguz
Why Saudi Aramco Isn't a Proxy for SpaceX

Tuesday, 24 February 2026

29 pieces
BIG by Matt Stoller · Matt Stoller
Amazon BUSTED for Widespread Scheme to Inflate Prices Across the Economy
Supercruise
AI: the Ultimate Bootstrapping Multiplier
A Wealth of Common Sense · Ben Carlson
Optimsim is an Investment Strategy
Sierra Ventures
Venture Value Compounding is Rooted in Relationships and Execution
A16Z
Ian Webster & Joel de la Garza
A16Z
David Ulevitch, Katherine Boyle, Ben & Marc
Crucible Capital
From Adoption to Annexation
A16Z
Peter McCanna & Julie Yoo
Thomas Reiner
Uber’s SpotHero Acquisition Is an Autonomous Infrastructure Bet | PA Dispatch No. 12
A16Z
David Haber & Alex Rampell
A16Z
Russ Fradin & Alex Rampell
Phin Barnes
Introducing our Investor in Residence Program
Jack Arenas
The Stoic Founder
Annelies Gamble
The Two Positions That Create a Durable Moat
Annelies Gamble
The Two Positions That Create a Durable Moat
First Round Review
So You Want to Hire a Forward Deployed Engineer: How to Know If You Need One and How to Get the Role Right
Sammy Abdullah
What 35 Earnings Calls Say About the Health of Software
A16Z
Still increasing the GDP of the internet
Collin Wallace
The Skills Layer
Saastr
The Wave of AI Agent Churn To Come: Prompts Are Portable
Lenny's Newsletter
How to use AI for your next job interview
OpenVC.app
Eight Questions Founders Ask, Answered by a VC
Saastr
The 2025 IPO Class, Graded. Only 3 of 13 Are Above Water
Lenny's Newsletter
How to use AI for your next job interview
The Sociology of Business · Ana Andjelic
Hospitality’s logic in an enshittified world
Scott Hartley
The Car Warranty Chaiz: Reto Bolliger with Harm-Julian Schumacher
Minutes
On the Garden (against Citrini)
Continuations · Albert Wenger
Philosophy Mondays: From Is to Ought - Toward a Universal Moral Core (Part III)
Tomasz Tunguz · Tomasz Tunguz
AdSense for AI

Monday, 23 February 2026

1 pieces
Arpitrage · Arpit Gupta
3. The Cause of and Solution to all of Life's Problems
← Prev1…119120121122123…1385Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily