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…

Friday, 1 September 2023

4 pieces
Late Checkout · Greg Isenberg
What kind of startup are you building?
Tomasz Tunguz · Tomasz Tunguz
The Evolution of Open Source Business Models

Wednesday, 30 August 2023

24 pieces
SciFi VC · Alex Hartz
Tech Fellow opening at SciFi VC
Deepwater Asset Mgmt
The Valuation Playbook
Trends, Analysis, Lies and Statistics
The Revolution of Generative AI Based Games
Frankly Speaking · Frank Wang
Free Article and requests for future articles
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Are You on Track For Retirement?

Tuesday, 29 August 2023

1 pieces
Top posts this week