SUN 08 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, 4 April 2023

4 pieces
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-up, 4/3/22
BIG by Matt Stoller · Matt Stoller
Open Thread and Monopoly Round-up, 4/3/22
Tomasz Tunguz · Tomasz Tunguz
Theory

Monday, 3 April 2023

34 pieces
Acrew Capital
Future of Fintech
Tanay Jaipuria · Tanay Jaipuria
Understanding Twitter's Algorithm
Greylock News
AI Field Notes
A16Z Home Feed
Jason Rosenthal
Meera Clark · Meera Clark, Principal @ Redpoint
Charts to Chew On: March Madness.
The Sociology of Business · Ana Andjelic
What’s a Creative Director for, Anyway?
A Wealth of Common Sense · Ben Carlson
Talk Your Book: No Bank Runs in Commercial Real Estate

Sunday, 2 April 2023

2 pieces
Venture Prose
Chaos
Building Rome(s) · Aadil Maan
The Right Level of Detail In Project Planning
Top posts this week