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…

Monday, 20 February 2023

12 pieces
My Climate Journey · Jason Jacobs
Getting to the Root of Forestry Carbon Offsets
Ryan Shannon · VC @ Radical Ventures
The Modern ML Stack is broken, but it won't be for long
Arda Capital · Arda Capital
Content is King, Again
Arda Capital · Arda Capital
Content is King, Again
A Wealth of Common Sense · Ben Carlson
An Ongoing Stimulus in the Economy For Years to Come
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Quality Growth
Alex Lazerow · Alex Lazarow
The Camel Series: The OR versus the ER
Pirate Wires · Mike Solana
It’s a chat bot, Kevin
Feld Thoughts · Brad Feld
Afghan Dreamers

Saturday, 18 February 2023

9 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: The 60-Year Career and Gen Z Selfie Palace
Kyle Harrison
Touch Some Grass
Rougher Thoughts · Sarah Tavel
Taking advantage when a window opens for you
Rougher Thoughts · Sarah Tavel
Taking advantage when a window opens for you
BIG by Matt Stoller · Matt Stoller
On Lina Khan Derangement Syndrome
Top posts this week