SAT 07 NOV 2026 · 133 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
Defense in Depth, Rebuilt for Machine Speed↗
As AI-driven exploit development outpaces patching cycles, the next five years of cybersecurity will be dominated by defenses that protect systems without…
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…

Thursday, 19 October 2023

3 pieces
The Generalist · Mario Gabriele
Big news: Introducing Generalist+

Wednesday, 18 October 2023

25 pieces
Short-Formed · Anu Atluru
Full-Stack Something
Short-Formed · Anu Atluru
Full-Stack Something
Abhishek Maran · Abhishek Maran
The Fundraising Blueprint
The Rebooting
Moving past ZIRP
A16Z Home Feed
The New Creator Stack
Ryan Shannon · VC @ Radical Ventures
What do funding rounds look like for AI startups?
Chris Neumann · Chris Neumann
How Needy Are VCs?
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Does Government Debt Matter?
Kyle Poyar's Growth Unhinged · Kyle Poyar
Your guide to building a startup program
Paul Graham Essays
Superlinear Returns
Top posts this week