FRI 06 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
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…

Tuesday, 26 July 2022

23 pieces
Pirate Wires · Mike Solana
Dark Plots and Secret Explanations
Will Robbins
Fed tricks 101
A Wealth of Common Sense · Ben Carlson
Real Estate vs. Stocks vs. Bonds vs. Inflation
Venture Upward · David Beisel
Stay Hungry
Collaborative Fund
Tails, You Win
Collaborative Fund
Tails, You Win
The Micromobility Newsletter · Team M
🗽 Eric Adams Joins Micromobility America
Tanay's Newsletter · Tanay Jaipuria
Time-to-Utility and Jobs to be Done
Top posts this week