THU 05 NOV 2026 · 115 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
The Exploit Was the Bottleneck↗
AI agents are dramatically reducing the time to weaponize vulnerabilities—from months to hours—reshaping cybersecurity risk.
Menlo VC
2026: The State of Enterprise AI↗
Enterprise AI deployment spending surged 5.4x to $177B in 2026, driven by autonomous agents that now consume 80% of model tokens and enable new use cases in…
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…

Tuesday, 26 March 2024

25 pieces
Frankly Speaking · Frank Wang
Security for developers: Threat Modeling
Second Opinion · Christina Farr
Digital health companies: It's time to be bold
Ryan Shannon · VC @ Radical Ventures
What happens to the tech startups that never go public?
A Wealth of Common Sense · Ben Carlson
Are We Living in The Roaring 20s?
A16Z Home Feed
Investing in Tennr
Kevin Stevens
Speed is a mindset.
Venture Desktop · Brett Bivens
Seven Miracles of Venture Research
Top posts this week