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).

Thursday, 28 April 2016

3 pieces
Brian Singerman
Stemcentrx & Abbvie
Feld Thoughts · Brad Feld
CLI (Cognitive Load Indicator)

Wednesday, 27 April 2016

3 pieces

Tuesday, 26 April 2016

2 pieces

Thursday, 21 April 2016

2 pieces
Feld Thoughts · Brad Feld
Current Startup Market Emotional Biases
Above The Crowd · Bill Gurley
On the Road to Recap:

Wednesday, 20 April 2016

4 pieces

Monday, 18 April 2016

1 pieces
Ben Horowitz
Bill
Top posts this week