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…

Sunday, 2 April 2023

11 pieces
Nathan Benaich · Nathan Benaich
🎁 Your guide to AI: April 2023
Accelerated · Justine & Olivia
🚀 Italy says "arrivederci" to ChatGPT
BIG by Matt Stoller · Matt Stoller
The Rage of the Corporate Lawyer
BIG by Matt Stoller · Matt Stoller
The Rage of the Corporate Lawyer
Investing in AI · Rob May
AI And The Great Bifurcation of 2024
A Wealth of Common Sense · Ben Carlson
The Good & Bad of Investing in the Stock Market
The Generalist · Mario Gabriele
Modern Meditations: Reid Hoffman

Saturday, 1 April 2023

12 pieces
Bottom Up by David Sacks · David Sacks
The Difficulty Ratio
Forerunner Ventures · Forerunner Ventures
The CQ: The Crumbling Infrastructure of the Web
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Car Dealership Guy
Retail Is Alive · Rebekah Kondrat
Soft AF and The Goldilocks Principle

Friday, 31 March 2023

17 pieces
Chamath Palihapitiya · Chamath Palihapitiya
What I read this week...
A Wealth of Common Sense · Ben Carlson
One of the Biggest Mistakes in Investing
Net Interest · Marc Rubinstein
The Secret Diary of a Bank Analyst
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Davids in the Land of (AI) Goliaths
Clouded Judgement · Jamin Ball
Clouded Judgement 3.31.23
Not Boring · Packy McCormick
Weekly Dose of Optimism #36
Top posts this week