THU 05 NOV 2026 · 117 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…

Thursday, 9 June 2022

23 pieces
BIG by Matt Stoller · Matt Stoller
Torpedoes In the Water
Modes · Rachel Premack
MODES goes to FreightWaves
A Wealth of Common Sense · Ben Carlson
Bucketing Your Assets in Retirement
Gen Z Voice · Thomas Lombardozzi
Hype Vs Reality in Web 3
Not Boring · Packy McCormick
Optimism
Apex Venture Studio
Web3 Reading List

Wednesday, 8 June 2022

7 pieces
Abhishek Maran · Abhishek Maran
Lens Protocol: Decentralising Social Networks
D'Arcy Coolican
The ____ Economy
Pirate Wires · Mike Solana
Chesa Boudin: Extracted
Feld Thoughts · Brad Feld
Summer Is Here
Top posts this week