TUE 03 NOV 2026 · 135 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, 13 December 2021

25 pieces
Jordan Cooper · Jordan Cooper
December 13th, 2021…the one and only
Jordan Cooper · Jordan Cooper
December 13th, 2021…the one and only
David Sherry · David Sherry
Patience is the Critical Variable
This Week in Fintech
This Week in Policy (12/13)
Short-Formed · Anu
Group chats 💬
RIRTs · Mike Asem
Unicorns to the Moon!
A Wealth of Common Sense · Ben Carlson
Talk Your Book: Investing in Carbon Allowances
Not Boring · Packy McCormick
The Best is Still Yet to Come
David Paul · David Paul
2022 Deal Sourcing Strategy
The Sociology of Business · Ana Andjelic
How to succeed in the post-genre fashion future
This is Going to be BIG · Charlie O'Donnell
Playing Startup Versus Building a Company
This Week in Fintech
Quick Programming Note
Top posts this week