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, 11 July 2023

34 pieces
BIG by Matt Stoller · Matt Stoller
Judge Rules for Microsoft: Mergers Are Good
A Wealth of Common Sense · Ben Carlson
3 Overrated Financial Concepts
Meera Clark · Meera Clark, Partner @ Redpoint
AI & The Era of Ever-Evolving Employment
Meera Clark · Meera Clark, Principal @ Redpoint
AI & The Era of Ever-Evolving Employment
The Micromobility Newsletter · Team M
🇮🇳 Gogoro’s $1.5B Deal with India
Not Boring · Packy McCormick
Praise Elon
Termsheet · Zubair N. Paracha
Markdowns & shrinking market caps
Tanay Jaipuria · Tanay Jaipuria
A few product lessons from Threads
Tanay Jaipuria · Tanay Jaipuria
A few product lessons from Threads
Top posts this week