SAT 07 NOV 2026 · 133 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, 14 November 2022

21 pieces
My Climate Journey · Jason Jacobs
The untold climate story of water
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
Welcome to Aspiring for Intelligence!
Stratechery
Narratives
Not Boring · Packy McCormick
Discounting Belief
This is Going to be BIG · Charlie O'Donnell
I'll Fund a Startup n00b But Here's How Not to Look Like One
The Sociology of Business · Ana Andjelic
The collector economy primer
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Checking in on Buffered ETFs

Saturday, 12 November 2022

5 pieces
Forerunner Ventures · Forerunner Ventures
The CQ: Empathy as a superpower
Nongaap Investing · Mike
Lord of the Operating Models
A Wealth of Common Sense · Ben Carlson
Sam Bankman-Fried vs. The Match King
Top posts this week