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…

Thursday, 30 March 2023

3 pieces
Newcomer · Eric Newcomer
Hello, From Cerebral Valley

Wednesday, 29 March 2023

36 pieces
Abhishek Maran · Abhishek Maran
What makes something defensible?
Abhishek Maran · Abhishek Maran
What makes something defensible?
Collaborative Fund
Mental Liquidity
Bottom Up by David Sacks · David Sacks
The Give-to-Get Model for AI Startups
Gen Z Voice · Thomas Lombardozzi
Career Updates + Links Golf Club
The Micromobility Newsletter · Team M
🇺🇸 Micromobility America Is Back
A Wealth of Common Sense · Ben Carlson
Animal Spirits: The Worst Chart in Finance
AVC · Fred Wilson
The Daily Bolster
Kyle Poyar's Growth Unhinged · Kyle Poyar
Some exciting updates
New Economies · Ollie Forsyth
50 creators to watch in 2023
New Economies · Ollie Forsyth
50 creators to watch in 2023
The Generalist · Mario Gabriele
Mercury is Ready for the Moment

Tuesday, 28 March 2023

1 pieces
Top posts this week