WED 04 NOV 2026 · 130 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
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
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…

Monday, 3 January 2022

1 pieces
Ian's Blog: Nominal Returns · Ian Gutterman
The First Annual Predictions Column

Sunday, 2 January 2022

8 pieces
Tough Venturing · John Tough
2022 & Hiring
Tough Venturing · John Tough
2022 & Hiring
A Wealth of Common Sense · Ben Carlson
2021 Was One of the Best Years in the Stock Market History
Accelerated · Justine & Olivia
🚀 Can you ~manifest~ fame?
Below the Line by Kevin LaBuz · Kevin LaBuz
#105 - The Most Important Metric (Best of 2021)

Saturday, 1 January 2022

7 pieces
Abraham Thomas
Hello World!
A Wealth of Common Sense · Ben Carlson
Animal Spirits: Howard Lindzon Unplugged
This Week in Fintech
This Week in Fintech (1/1)
Top posts this week