TopicsPeopleFeedsGet the weekly digest
MON 26 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
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

Saturday, 15 August 2026

3 pieces
Saastr
Gamma’s CEO: Why Getting to $100M ARR Without A Sales Team Worked. And Why It Was a Mistake.↗AI · Enterprise
Stage 2
Do You Need a GTM Engineer? ↗Market
Ed Sim
What’s 🔥 in AI/Infra/VC #511↗AI · Infra · Market

Friday, 14 August 2026

20 pieces
A Wealth of Common Sense · Ben Carlson
How Often Should You Check Your Portfolio?↗Market
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Infra
David Teten
Event Notes: The VC’s Guide to Using AI for Generating Alpha↗Market · AI
Conor Witt · Conor Witt
The Data Tapes Edition #51↗Data · Fintech · Climate
Net Interest · Marc Rubinstein
Financing the AI Boom 3↗AI
Michelle Volz · Michelle Volz
To be or to do↗Market
Memory Leak
Memory Leak — #49↗Deals
99% Derisible · Yoni Rechtman
What capital wants↗Market
Chamath Palihapitiya · Chamath Palihapitiya
Deep Dive: The Next Trillion-Dollar Futures Market↗AI · Climate
Newcomer · Eric Newcomer
Thrive Capital Finds its Lane as a New Kind of Venture Investor↗Market · AI
Saastr
Klaviyo’s CEO on Building at $1.5B With Agents: “Dark Factory,” Composer, and Why Every Single Employee Had to Hit L3 by June↗AI · Enterprise · Retail
Harlem Capital
Inside Eniac: From Bankruptcy to 250+ Startup Investments↗Market · AI
A16Z
Charts of the Week: Head In The Neoclouds↗AI · Infra · Enterprise
A16Z
Cursor + SpaceXAI: the fastest iterating team wins↗AI · DevTools · Data
Not Boring · Packy McCormick
Weekly Dose of Optimism #206↗Defense · Robotics · Climate
Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life↗AI · Infra · Enterprise
Saastr
Databricks Just Crossed $7B ARR Growing 80% (!): A 30-Point Acceleration, a $190B Valuation, and the Margin Bill for Agents↗Data · MarTech
Radical VC
Applying RSI to the Organization, Not Just the Model↗AI · Bio
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?
Tomasz Tunguz · Tomasz Tunguz
Honestly, Who Buys SOTA?↗AI

Thursday, 13 August 2026

17 pieces
Madrona Ventures
Harnessing Enterprise Value – The ROI of AI↗AI · Enterprise
Saastr
Canva Cuts 2026 Growth by a Third, Jeff Dean Walks Out of Google, and Elon Builds His Own Fab: 20VC x SaaStr↗Enterprise · DevTools · AI
Making Connections by Jax · Jax Vullinghs
Enjoy the Ride↗Market · AI
Lowercarbon
Kerosene’s Last Ride↗Mobility · Climate
Saanya Ojha
Watermark My Words↗AI
Cathay
Behind the Term Sheet: Skan AI’s $63M Series C↗AI · Data
A Wealth of Common Sense · Ben Carlson
Where Housing is the Most Expensive↗Built World · Market
Earnest Sweat
The Longest Punt in History↗Market
Saastr
B2B For Physical Products Is Crushing It: Shopify +34%, Toast +23%, Samsara +30%↗Retail · Enterprise
Newcomer · Eric Newcomer
AI Frenzy Brings Dual Valuation Deals into the Mainstream↗AI · Market
Antler
Aina↗AI · DevTools · Consumer
Antler
Sophiie AI↗AI · Enterprise
A16Z
This Essay is 10% AI Generated↗AI
Antler
Jurisphere↗Legal · AI
Sammy Abdullah
Tech Company Layoffs Done The Right Way↗HR
Antler
IndustrialMind.ai↗Industrials · AI
Antler
CrayonLabs↗AI · Enterprise
← Prev1…3233343536…1383Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily