TopicsPeopleFeedsGet the weekly digest
SUN 25 OCT 2026 · 144 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).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 11 September 2026

8 pieces
Saastr
One Thing Miro + Airtable Show: Getting Cash Flow Positive Isn’t Magical↗Market · Enterprise
A16Z
Catching the (Venture) Bus↗Market · AI
Ian's Blog: Nominal Returns · Ian Gutterman
My September 11th Experience↗Insurance · Market
Peter G Schmidt · Peter G Schmidt
Who Should You Pay Attention To? ↗Market · Retail
Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve↗AI · Enterprise
Not Boring · Packy McCormick
Weekly Dose of Optimism #210↗AI · Infra · Health
Nick Chirls
Remembering my mom – 25 years later↗Deals
The Micromobility Newsletter · Team M
Berlin Proved “Forward Momentum”- Thank You!↗Mobility

Thursday, 10 September 2026

27 pieces
Nikunj Kothari
Divorced from reality↗AI · Market
A16Z
The Great Health Plan Replacement↗Health · Insurance
Equal Ventures
Weapons of Mass (Capital) Deployment ↗Market · Climate
A Wealth of Common Sense · Ben Carlson
A Short History of Trend-Following and Momentum↗Market
Brian Sugar
Have You Pooped Today?↗Consumer · Bio
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗Infra · Crypto
A16Z Crypto
How to prove software ran correctly — on a phone or GPU, in a post-quantum world↗AI · Crypto · Semis
Saastr
20VC x SaaStr: Jensen Declares AGI, $170M of Secondary Before the Series C, and Why Index Walked Away From Town↗AI · Enterprise · Legal
Newcomer · Eric Newcomer
EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures↗Market
Saanya Ojha
Race You to the Apocalypse↗AI · Infra · Market
Greylock News
Rogue Agents: Deciphering Agent Intent↗AI · Security · Enterprise
Turner Novak
🎧🍌 How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO↗Enterprise · AI · Data
Jared Heyman
On why to ignore TechCrunch at YC Demo Day↗Market
Ryan Shannon · VC @ Radical Ventures
The Legibility Tax↗AI · Enterprise
Harlem Capital
🎓 Harlem Capital Intern Yearbook: September 2026↗Market
Saastr
5 Interesting Learnings from Snowflake at $6 Billion in Revenue: 37% Growth and Accelerating, 126% NRR, and a Gross Margin Guided Down to Pay for AI↗Data · AI · Enterprise
A16Z
Investing in Highstock↗Marketplace · Retail · AI
Sammy Abdullah
12 Themes Showing Up in SaaS Company Earnings Calls on AI and the Agentic Era↗Enterprise · AI
The Micromobility Newsletter · Team M
The Long Road to America's Drone Delivery Network↗Mobility · Supply Chain · Retail
The Sociology of Business · Ana Andjelic
Simulation marketing↗MarTech · AI · Media
Not Boring · Packy McCormick
An Ode to Counter-Positioning↗AI · Market
Investing in AI · Rob May
Nebius: A Software Company With A Data Center Attached↗AI · Infra
David Talpalar
Welcome to the AI Personal Assistant Era↗AI · Enterprise
Uma Chalik
🏝 FOUR SEASONS TAMARINDO↗Travel
Earnest Sweat
The Unmarked Run↗Market
Dynamo VC · Santosh Sankar
Agility Robotics: The $8,500 Question↗Robotics · Industrials · AI
Kenneth Auchenberg
The end of human abstraction↗AI · DevTools · Enterprise

Wednesday, 9 September 2026

5 pieces
Antler
European Founder Report 2026: A Tale of Two Tiers↗Market · AI
NextView VC
The Third Layer↗AI · Market
A16Z
Investing in Cognition↗AI · DevTools
Amir Kabir
Edition 62 | 2026 — The Warranty Layer for AI↗AI · Security · Insurance
Saastr
ElevenLabs Went From $0 to $600M+ ARR in 41 Months. When the AI Agent Closes the Deal, They Still Pay the Human. With Carles Reina, First VP of Revenue↗AI · Enterprise
← Prev1…2021222324…1383Next →
Top posts this week
01
02
03
04
05
Why Is Every AI Data Company On 🔥?
Aspiring for Intelligence
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily