TopicsPeopleFeedsGet the weekly digest
TUE 27 OCT 2026 · 149 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
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…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
Akash Bajwa
Capital Stacks For Atoms↗
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics).
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsFintechEnergy & ClimateCybersecurityManufacturing & IndustrialsRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Saturday, 9 May 2026

12 pieces
Hunter Walk
When Your VC Quits, Is The Founder Screwed?, Dads Are Doing More Dadding Than Ever, VC Who Founded Multibillion Firm Thinks Employees Need More Equity, AI for Old People +++ [link post]
Lenny's Newsletter
🧠 Community Wisdom: What to do when non-PMs start shipping directly to production, thoughts on Claude Code’s pricing A/B test, the use of gen AI in games, and more
Chamath Palihapitiya · Chamath Palihapitiya
SpaceX and Anthropic 300MW Compute Partnership
Kyle Harrison
What Do You Have To Believe?
Reaction Wheel · Jerry Neumann
Reactions to “We Have Learned Nothing”
Saastr
Is Our AI VP Marketing … Really a True VP? We Asked Him
Stage 2
GTM AI How To: Use This Claude Skill for MEDDIC Debrief
Point Nine News
How AI-pilled Are You?
A16Z Crypto
Why 'stablecoins' won't age well
Ed Sim
What’s 🔥 in Enterprise IT/VC #497
Ed Sim
What’s 🔥 in Enterprise IT/VC #497
Ed Sim
What’s 🔥 in Enterprise IT/VC #497

Friday, 8 May 2026

23 pieces
A Wealth of Common Sense · Ben Carlson
Why Are Hedge Fund Managers Always Bearish?
Saastr
SaaStr AI Annual 2026 Kicks Off Tuesday. Here’s Everything You Need To Know Before You Get Here.
99% Derisible · Yoni Rechtman
Slop 'em up
Saanya Ojha
Hostile Takeover as Performance Art
Newcomer · Eric Newcomer
Customer Support & Dictation Loom Large As Voice Startup Leaders Prepare for a World of Talking Machines
Sequoia
AI Ascent 2026
Earnest Sweat
Finding the North Star: The Balance Between Strategy and Returns
Joe Lonsdale
Ep 153: Palantir CTO Shyam Sankar on Heretics, AI Weapons, and Rebuilding the Arsenal of Democracy
Net Interest · Marc Rubinstein
Bye the Index
Fintech Ruminations
The long road to $1 on-chain
Aspiring for Intelligence · Vivek Ramaswami & Sabrina Wu
The Vibe Coding Hangover
Sammy Abdullah
Notable AI Commentary from Software Company Earnings Reports
Saastr
The B2B Reacceleration Is Real, But Uneven. Twilio, Atlassian, Datadog, Cloudflare, and Palantir Just Proved It. HubSpot and Shopify Still Have To.
A16Z
Charts of the Week: It Was a Good Quarter for "Other Income"
Clouded Judgement · Jamin Ball
Clouded Judgement 5.8.26 - When Machines Out-Eat Humans
Not Boring · Packy McCormick
Weekly Dose of Optimism #192
Saastr
397% View Growth in 28 Days: Our New Podcast “The Agents” Seems To Be a Hit. And YouTube’s AI Agent Shares With Us Why.
Antler
Why we invested in Tangled: Decentralizing the future of code collaboration
Antler
Why we invested in QMill: Bridging the gap to quantum advantage
Antler
Why we invested in Homie: Turning trust into a primary sales channel
Sequoia
AI Ascent 2026
OpenVC.app
59 VC horror stories compiled
Tomasz Tunguz · Tomasz Tunguz
Securing the Agentic Enterprise

Thursday, 7 May 2026

5 pieces
Next Big Thing · Nikhil Basu Trivedi
Sense of Urgency
Making Connections by Jax · Jax Vullinghs
The Pursuit of Excellence
Investing in AI · Rob May
Adobe: An AI Victim Story That May Be Wrong
A Wealth of Common Sense · Ben Carlson
A Government Debt Crisis?
Saanya Ojha
Anthropic’s Compute Speedrun
← Prev1…7879808182…1384Next →
Top posts this week
01
02
03
04
05
SandHillFeedsTopicsPeopleBlogDigest archiveSubmit a feedSitemapFor agentsTracking 800+ Feeds Daily