SAT 07 NOV 2026 · 134 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…

Tuesday, 1 August 2023

25 pieces
Shravan Narayen · Shravan Narayen
Scaling Your Product Org Part 2: Planning
The Idea Maze · Rob Go
Zach Shefska - Founder of CarEdge
Nongaap Investing · Mike
[Premium] Deal Observations
Meera Clark · Meera Clark, Partner @ Redpoint
Charts to Chew On: Stocks Jump (Again) in July.
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: Stocks Jump (Again) in July.
The Micromobility Newsletter · Team M
🗳 Americans Want National eBike Credit
A16Z Home Feed
Investing in Socket
Top posts this week