TopicsPeopleFeedsGet the weekly digest
SUN 25 OCT 2026 · 149 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 & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Monday, 17 August 2026

25 pieces
A16Z
Your Favorite Creator Isn’t Real—Does it Matter?↗Media · AI
Carried Away
The Rebuild, Part II: Outside the Walls↗Market · AI
Carried Away
The Rebuild, Part I: A Museum of Itself↗Market
Peter G Schmidt · Peter G Schmidt
Episode 5: The Cincinnati Open↗Travel
Saanya Ojha
Smarter by the Day, Cheaper by the Minute↗AI · Infra
Acrew Capital
Why We Backed Wispr: The Interface That Finally Listens↗DevTools · Enterprise · AI
Climate Tech VC
🌎 Micro-reactor funding goes macro #309↗Climate · AI
The Micromobility Newsletter · Team M
🇺🇸Announcing the Official Afterparty of MMA 2026🥂🎊↗Mobility
Lenny's Newsletter
🎙️ How I AI: How a solo founder used Codex and ChatGPT to launch a fashion brand without engineers↗Consumer · Retail · AI
Pear
Our investment in Gravis Robotics↗Robotics · Industrials · Built World
Continuations · Albert Wenger
Philosophy Mondays: Human Nature and Multiscale Analysis↗Market
Sammy Abdullah
Hiring B2B Sales Reps According to Lee Salz↗HR
Saastr
We Churned Notion After 7 Years. Our AI Agent Took Its Last Job.↗Enterprise · AI
Radical VC
Teaching AI to Ask the Right Questions↗AI
Turner Novak
🎧🍌 Rebuilding for the AI Era | Shensi Ding, Merge↗AI · DevTools · Enterprise
Deconstructor of Fun
The Man Who Advises on Gaming’s Biggest Deals↗Gaming · Market
Jared Heyman
On Rebel Theorem 5.0↗Market
Lenny's Newsletter
How a solo founder used Codex and ChatGPT to launch a fashion brand without engineers | Yana Welinder ↗Consumer · AI
Menlo VC
The Keyboard Is Dying on Schedule. The Text Box Is Next.↗AI · Enterprise · DevTools
A Wealth of Common Sense · Ben Carlson
Talk Your Book: The Most Important Thing Nobody Owns↗Climate
Alex Lazarow · Alex Lazarow
Competition is for losers - the AI edition↗Fintech · Market
A Wealth of Common Sense · Ben Carlson
Now THIS is a Bull Market↗Market
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: What Happens When Oligarchs Stop Being Polite↗Gov
Tomasz Tunguz · Tomasz Tunguz
When Models Learn
Tomasz Tunguz · Tomasz Tunguz
When Models Learn↗AI · Infra

Sunday, 16 August 2026

10 pieces
Alex Lazarow · Alex Lazarow
Competition Is For Losers In The AI Era: A Geographic Perspective↗Fintech · AI · Market
Saastr
Jason’s Takes on This Week’s 20VC x SaaStr: The Agents Never Suggested Canva, The Meme You Can’t Outrun, and Why I Only Underwrite Founders Now↗AI · Enterprise
Saanya Ojha
🧾 Weekly Wrap Sheet (08/14/2026): Weights, Wall Street, Wrappers & Watermarks↗AI · Enterprise · DevTools
Chamath Palihapitiya · Chamath Palihapitiya
Anthropic’s $6B Push to Lower AI Costs↗AI · Infra · DevTools
Investing in AI · Rob May
Is There An Inference Glut Coming?↗AI
Saastr
The 0% Quota Club (And Why the Same Mediocre Rep Hits 70% at One Company and 0% at Yours)↗Enterprise
Jessie Harris
The Lost Art of Handwriting↗Consumer
Lenny's Newsletter
OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber↗AI · Enterprise
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why Is The Fastest-Rising…↗AI
Hunter Walk
AI is Changing South Korea Even Faster Than it’s Changing the US; Why 🥀 Is The Fastest-Rising Emoji; How Robots Might Save Cherry Blossom Season; +++ [link blog]↗AI · Gov · Industrials

Saturday, 15 August 2026

5 pieces
Adrian Radu
The Cost of AI Talent↗AI · HR
Lenny's Newsletter
🧠 Community Wisdom: Recovering from burnout, what Airtable’s sale says about the ceiling on a startup, keeping architecture docs up to date, running competitor analysis, and more↗Market
A16Z Crypto
Before Bitcoin: The ideas that made blockchains possible↗Crypto
A16Z Crypto
Before Bitcoin: The ideas that made blockchains possible↗Crypto · AI
Kyle Harrison
The Unfalsifiable Economy↗Market
← Prev1…3132333435…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