TopicsPeopleFeedsGet the weekly digest
SAT 31 OCT 2026 · 167 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 & IndustrialsRoboticsBanking & Capital MarketsMarketing & Sales TechSemiconductorsConsumer

Tuesday, 30 September 2025

13 pieces
Saastr
Iconiq’s State of Software in 2025: Forward Deployed Engineers Up 12x; 55% of GTM is Now in Post-Sales; 2025 Is Crushing 2024 For Funding
Felicis
Our Investment in Assort Health
Incisive VC
EssentialsOnly – My 30 Days of Stoic October
Saastr
Dear SaaStr: How Common Is It For Series A Investors To Get The Right to Block a Sale?
Deconstructor of Fun
The DoF Masterclass: From an Idea to Scale at a Supersonic Speed
Making Connections by Jax · Jax Vullinghs
Invest Australia, Emergent Intelligence & Robotics
First Round Review
Technical Debt
First Round Review
Cash Runway
First Round Review
ARPU
First Round Review
Break-Even Point
First Round Review
Growth Hacking
Sequoia
Cross-Border Banking Takes Center Stage
Tomasz Tunguz · Tomasz Tunguz
Adding Complexity Reduced My AI Cost by 41%

Monday, 29 September 2025

24 pieces
Greylock News
Obsidian’s Quiet Climb to the Top of SaaS Security in the Age of AI↗Security · Enterprise
Next Big Thing · Nikhil Basu Trivedi
Anything
Building Rome(s) · Aadil Maan
🔐 TPM Microguide: Skills That Will Matter for TPM To Be AI Ready
The Micromobility Newsletter · Team M
Lime Gears Up for Paris Renewal, Set to Cut E-Bikes by 30%
Incisive VC
One of the Fastest Ways to Torch Investor Trust? Fuzzy Revenue Math
Saanya Ojha
Google Gets Into a Physical Fight
Greylock News
Obsidian’s Quiet Climb to the Top of SaaS Security in the Age of AI
Climate Tech VC
🌎 Talk of the town at NYCW #264
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in the All Weather Strategy
Josh Elman
50
Saastr
“Non-Dilutive” Financing Has Its Place. But It Isn’t Free. And It Can Be Quite Dilutive.
Dash Media
EIEIO...Follow the Leader
The Sociology of Business · Ana Andjelic
The great retail romance
Saastr
Enterprise Partnerships Bootcamp: How to Land, Scale, and Win with Linear’s COO, Omni’s CEO, Theory Ventures’s Tunguz, and Vesey Ventures
Lenny's Newsletter
The secret to better AI prototypes: Why Tinder’s CPO starts with JSON, not design | Ravi Mehta (product advisor, previously EIR at Reforge)
White Star Capital
High-quality education for all: why we invested in MyEdSpace
Michael Greeley
Wedding Bell Blues…
Saastr
Dear SaaStr: I’m a Top Account Executive. I Think I Want to Go Into Management, But I’m Not Sure
Akash Bajwa
AI Product Management and Evals with Aman Khan, Arize AI
Tomasz Tunguz · Tomasz Tunguz
The Future of AI Data Architecture: How Enterprises Are Building the Next Generation Stack
7wire Ventures
Redefining the Benefits Equation: Innovation in Employer Healthcare
7wire Ventures
7wire Ventures Presents: Top of the Ladder Featuring Zerigo Health CEO Lisa Rometty
Dash Media
The GSV Big 10: The View From the Caboose
Tomasz Tunguz · Tomasz Tunguz
From A to B Without Inventing Letters

Sunday, 28 September 2025

3 pieces
Insight Partners
Looking to Improve Sales Rep Performance? Start with Hiring and Onboarding.
Forerunner Ventures · Forerunner Ventures
The CQ | 5.5+ Million Rings
Saanya Ojha
🧾 Weekly Wrap Sheet (09/26/2025): Paradoxes, Power, Pedagogy, Pageantry & Pulse
← Prev1…199200201202203…1388Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily