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…

Wednesday, 16 August 2023

2 pieces
Pirate Wires · Mike Solana
San Francisco: We Are So Back (?)

Tuesday, 15 August 2023

25 pieces
My Climate Journey · Jason Jacobs
Indoor Air Quality: The Hidden Climate Culprit
Nongaap Investing · Mike
Illumina: Discloses SEC Investigation
A Wealth of Common Sense · Ben Carlson
Why Aren’t Investors Selling Stocks to Buy Bonds?
The Micromobility Newsletter · Team M
⛳️ Golf Carts Aren't Just for Country Clubs Anymore
Not Boring · Packy McCormick
Sci-Fi Idea Bank
Tomasz Tunguz · Tomasz Tunguz
Teaching a Computer to Ghoti
Top posts this week