TopicsPeopleFeedsGet the weekly digest
SUN 01 NOV 2026 · 162 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 & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 17 May 2025

1 pieces
Joe Lonsdale
Ep 113: Why Sam Lessin Believes AI Isn't Disruptive & Venture Capital Is Fundamentally Changing

Friday, 16 May 2025

26 pieces
Saanya Ojha
Software engineering is dead. Long live software engineering.
A Wealth of Common Sense · Ben Carlson
The Sunk Costs of Market Timing
Saastr
New SaaStr on 20VC! “The VC Playbook: What’s Working in 2025”
Caitlin Bolnick
5.16.25
Sierra Ventures
The AI Layer Cake: Where the Real Opportunity Lies in Enterprise AI
Deepwater Asset Mgmt
What March Earnings Reveal About AI’s Staying Power
Pirate Wires · Mike Solana
The AI Legislation Moratorium is a Test for the Startup Coalition
Net Interest · Marc Rubinstein
The Bank Inside SoftBank
Deciens
Epistula #11: Unpopular (and Unspoken) Truths
Insight Partners
Navigating healthtech’s toughest terrain: Capital, regulation, and AI
Frankly Speaking · Frank Wang
Why security is still hard (and getting harder)
Newcomer · Eric Newcomer
Fintech IPOs Give Hope To a Comeback Despite Market Volatility
99% Derisible · Yoni Rechtman
Getting in is harder than getting out
Brian Sugar
DPI: The Best Birthday Present a VC Could Ask For
Pirate Wires · Mike Solana
Hasan Piker’s Mass Media Hysteria
Saastr
Our CAC is Way Too High. Should We Cut and Marketing To The Bone?
Dash Media
☀️EP. 8 · Dr. Emily Oster: CEO of ParentData & Best-Selling Author | Edreform in 10
Clouded Judgement · Jamin Ball
Clouded Judgement 5.16.25 - Net New ARR Trends
Not Boring · Packy McCormick
Weekly Dose of Optimism #144
Saastr
Dear SaaStr: What Are Some Red Flags an Investor Might Not Be Serious?
Deconstructor of Fun
Squad Busters 2.0 and Supercell's YOLO Strategy
Matthew Mandel
You Can Just Program Biology
Saanya Ojha
The Perplexing Turn Toward In-Chat Commerce
Jason Stoffer
Chime S-1: From Overdraft Pain to IPO Gain: Chime’s $10B Ambition
Saanya Ojha
Frenemies at the Edge of AGI
Tomasz Tunguz · Tomasz Tunguz
When Will We Pay a Premium for AI Labor?

Thursday, 15 May 2025

13 pieces
Scale Venture Partners
How we scaled Databricks with CMO Rick Schultz
LDV
Partnering with Fieldstone Bio: Harnessing Living Sensors with Synthetic Biology & Hyperspectral Imaging to Revolutionize Chemical & Environmental Monitoring
Dash Media
🎙️ Ep. 46 · HAI Analytics CEO Emily Chase Coleman | Ed on the Edge
Level VC
Criticality Investing
The Micromobility Newsletter · Team M
Voi's Q1 Revenues up 28%
Insight Partners
AI from content to orchestration: How enterprise leaders are driving real transformation
Wischoff Ventures
The Next Industrial Revolution Is Buried Underground
Newcomer · Eric Newcomer
EXCLUSIVE: Akido Labs Raises $60 Million for AI Assistant for Doctors
Equal Ventures
Reflections from the First Insurance Capital Summit
Turner Novak
🎧🍌 How AI Changes Governments & Business Models | Mike Vichich, CEO of Pursuit
First Round Review
0-$5M: How to Identify Your ICP — Lessons from Vanta, Clay, Retool
Ian's Blog: Nominal Returns · Ian Gutterman
Should US Casualty Switch To Claims Made?
Madrona Ventures
Building AI That Sells: Scaling Smarter with Luminance CEO Eleanor Lightbody
← Prev1…275276277278279…1388Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily