The latest theses & analyses from 800+ venture investors.

Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…

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…

Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…