FRI 06 NOV 2026 · 116 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
The Exploit Was the Bottleneck↗
AI agents are dramatically reducing the time to weaponize vulnerabilities—from months to hours—reshaping cybersecurity risk.
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…

Wednesday, 28 September 2022

20 pieces
writing out loud · Wendy Xiao Schadeck
How do we work better together?
David Paul · David Paul
6 Reasons Why VCs Suck
My Climate Journey · Jason Jacobs
Our Investment in Dispatch Goods
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Powell Wants You to Lose Your Job
Digital Native · Rex Woodbury
The TikTokization of Everything
Top posts this week
03
Does Not Compute
Better Tomorrow Ventures