TopicsPeopleFeedsGet the weekly digest
MON 26 OCT 2026 · 145 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, 6 July 2026

22 pieces
Lenny's Newsletter
🎙️ How I AI: Sonnet 5 review & How to run autonomous coding agents from your phone
Saastr
By Year-End, Anthropic Will Out-Earn Every Public Software Company Except Microsoft
Sammy Abdullah
The Price of Profitability in SaaS: A Lot of Valuation
LDV
Partnering with Staer to Deliver Spatial Intelligence and Physical AI for Autonomous Mobile Robotics
Radical VC
Radical Reads: The Future of AI Inference
Venture Unlocked · Samir Kaji
Crazy, and Rational: Venture's Cognitive Dissonance Moment
Insight Partners
Keyfactor Announces $1B+ Strategic Growth Investment Led by Summit Partners to Expand Leadership in Securing the AI and Post-Quantum Enterprise
Glasswing VC
Bloomberg Businessweek: High AI Capex Demand a ‘Multi-Year’ Cycle, Says Rudina Seseri
USV
Alqem↗AI · Industrials · Climate
USV
Alqem
Lenny's Newsletter
How I run autonomous coding agents from my phone with OpenAI Symphony + Linear | Alessio Fanelli (Kernel Labs)
The Micromobility Newsletter · Team M
Lime Debuts on Nasdaq at a $1.7B Valuation
David Teten
How investors & consultancies can monetize their operational data
A Wealth of Common Sense · Ben Carlson
Talk Your Book: How SpaceX Got Into the Nasdaq 100
Michael Greeley
Portugal – A Port in the Storm…
Deconstructor of Fun
The 30% Era Is Over. Google Play's Games GM Explains What Comes Next.
Akash Bajwa
The Stable Era: The Modularisation Of Post-Training
Building Rome(s) · Aadil Maan
Good Judgment Beats Good Prompts
A Wealth of Common Sense · Ben Carlson
The Mag 7 is Losing?
David Cahn
The Great AI Irony
Radical VC
The Future of AI Inference
Tomasz Tunguz · Tomasz Tunguz
AI Worldviews

Sunday, 5 July 2026

6 pieces
Saanya Ojha
🧾 Weekly Wrap Sheet (03/07/2026): Gatekeepers, Governance, Gravity & GPUs
Saastr
Tired vs. Wired: Our Deep Dive on Why Software Spend Is Up Record Amounts … Yet Half of SaaS Is Still Dying
Chamath Palihapitiya · Chamath Palihapitiya
The sovereign AI trade
Saastr
Google Cloud’s VP of Growth on Building an AI-Native Marketing Team: 8 Takeaways from SaaStr AI 2026
Alex Oppenheimer
Sticks, Stones, and Light Speed
Investing in AI · Rob May
The New Whitespace in AI

Saturday, 4 July 2026

10 pieces
BIG by Matt Stoller · Matt Stoller
Monopoly Round-Up: Dealing with a July 4th Organized by Scoundrels
Continuations · Albert Wenger
Happy 250th Anniversary, America!
Lenny's Newsletter
🧠 Community Wisdom: Quarterly planning and AI, cash vs. equity comp, paying for interview exercises, AI-powered outbound, compliance startup opportunities, and more
Kyle Harrison
An American Redemption
Saastr
Outbound Isn’t Dead. AI Just Radically Changed How It Works.
Ed Sim
What’s 🔥 in Enterprise IT/VC #505
Ed Sim
What’s 🔥 in Enterprise IT/VC #505
Ed Sim
What’s 🔥 in Enterprise IT/VC #505
Saastr
If Nothing Else – Segment Churn. You’ll See Patterns and Learnings You Wouldn’t Otherwise
OpenVC.app
How to Calculate the Market Size of Your Startup

Friday, 3 July 2026

2 pieces
Saastr
5 Interesting Learnings from Toast at $6.5 Billion Run-Rate: 22%+ Growth, Profitable, No Deceleration. But AI Is Just Getting Started
Saanya Ojha
Compute Meta-Morphosis
← Prev1…5152535455…1383Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily