TUE 03 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, 8 November 2021

26 pieces
Blockchain Capital Blog
Welcoming Shishi and Yuan!
World Positive · Andrew Beebe
Machine Visions // Episode II
Ideas from Bain Capital Ventures
Get To Know A BCV Associate: Rak Garg
BIG by Matt Stoller · Matt Stoller
Monopolies Slowly Destroying the Pentagon
Greylock News
Congrats, Nextdoor!
Not Boring · Packy McCormick
Discord: Imagine a Place
The Sociology of Business · Ana Andjelic
Drip is the New Drop
AVC · Fred Wilson
Biking In Paris
The Generalist · Mario Gabriele
Discord: Imagine a Place
The Generalist · Mario Gabriele
Discord: Imagine a Place

Sunday, 7 November 2021

10 pieces
BIG by Matt Stoller · Matt Stoller
Open Thread: Big Tech Edition
Newcomer · Eric Newcomer
A Horseman of the Apocalypse
Accelerated · Justine & Olivia
🚀 Battle of the Birds
Alex Danco's Newsletter
Games
Below the Line by Kevin LaBuz · Kevin LaBuz
#98 - Marketplace Liquidity (From the Archives)
Top posts this week