TopicsPeopleFeedsGet the weekly digest
THU 29 OCT 2026 · 148 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 ToolsEnergy & ClimateFintechCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 21 November 2025

16 pieces
Caitlin Bolnick
11.21.25: restarting the writing muscle, agentic commerce, data as bottleneck/business for robotics, and peak fundraising & founders who can't not do the thing
99% Derisible · Yoni Rechtman
Stories about the future
Climate Tech VC
🌏 A tour of China's electrostate
Joe Lonsdale
Ep 133: Matt Ridley on the Fight to Save the UK & How Extraordinary Ideas Evolve
Newcomer · Eric Newcomer
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk
Sammy Abdullah
Building your SaaS SDR Program
A16Z
Gas-Fired Intelligence, Part 2
Clouded Judgement · Jamin Ball
Clouded Judgement 11.20.25 - The AI Platform Wars
Not Boring · Packy McCormick
Weekly Dose of Optimism #171
Saastr
The First $100,000,000 ARR at Ramp: How CEO Eric Glyman and CTO Karim Atiyah Built a $30B+ Finance Platform Through Asymmetric Bets
Minutes
On Becoming “Legible to Capital”
Turner Novak
🎧🍌 Inside the New Superhuman: $700M ARR, 40M Daily Users with Rahul Vohra
The Micromobility Newsletter · Team M
The New Last Mile: How Micromobility Is Reshaping Urban Delivery
Extantia Capital
Emission-Free, Optimised and Autonomous Freight Services: Why We Invested in NexDash
Akash Bajwa
Agent Frameworks & Memory Roundtable
Tomasz Tunguz · Tomasz Tunguz
The Bacon & the Skillet: When Does the AI Market Congeal?

Thursday, 20 November 2025

23 pieces
Saastr
20VC x SaaStr This Week: Cursor at $30B, The End of IPOs, and Why the Best Companies Will Never Go Public
Making Connections by Jax · Jax Vullinghs
Uncovered Bookmarks #12: The Benefits of Bundling
A Wealth of Common Sense · Ben Carlson
Going All-In on MSTR
Earnest Sweat
The New Series A Diligence Checklist
Saanya Ojha
Nvidia's Double Beat Saves The AI Trade
Sammy Abdullah
The Venture Firms with the Most SaaS IPOs
Euclid Ventures
VERTICALS # 5 - Hidden Markets & Community Moats
Susa Ventures
Our Investment in Cavela
Saastr
6 Months of AI SDRs: What’s Worked, How They Brought In $1M+ in 90 Days, and the Real Data Everyone’s Asking For
Shruti Gandhi · Shruti Gandhi
[Array VC] AI Experiments, Market Observations, New Investments, & Job Opportunities
A16Z
Gas-Fired Intelligence
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - CX as a Feature (Not a Bug)
Fika Ventures
Why We Invested in Coverbase: The Intelligence Layer for Enterprise Procurement & Risk
White Star Capital
Bridging the messy middle of design: why we invested in Falcon
Lenny's Newsletter
Slack founder: Mental models for building products people love ft. Stewart Butterfield
Ascend
Investing in Limelight
Saastr
Crunchbase: We’re At The Highest Level of Unicorn Production in 3+ Years
David Talpalar
America's New "Physical Software" Layer
David Talpalar
America's New "Physical Software" Layer
Pascal
How to Actually Do a P0 Launch
Deconstructor of Fun
How to Build an AI-First Culture with 1,300 People. Real Story.
Greylock News
Congrats, Chronosphere and Palo Alto Networks!
Tomasz Tunguz · Tomasz Tunguz
The Scaling Wall Was A Mirage

Wednesday, 19 November 2025

1 pieces
Scale Venture Partners
How reinforcement learning is upending the AI infra stack
← Prev1…169170171172173…1386Next →
Top posts this week
01
02
03
04
File Systems For Agents
Lightspeed Venture Partners Blog
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily