MON 02 NOV 2026 · 159 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…

Tuesday, 22 June 2021

25 pieces
Operators & Delian's Ramblings · Delian Asparouhov
Operators Ep 28: Jeanne DeWitt Grosser (Stripe)
Both Sides of the Table · Mark Suster
What Mistakes Do VCs Make When Fundraising?
Founder Collective
The Three C’s of EdTech
Accelerated · Justine & Olivia
🚀 23andMe tests the public markets
Accelerated · Justine & Olivia
🚀 23andMe tests the public markets
Accelerated · Justine & Olivia
🚀 23andMe tests the public markets
The Micromobility Newsletter · Team M
⛽ Peak Combustion Engine
Clouded Judgement · Jamin Ball
A Look Back at Q1 '21 Public Cloud Earnings
Kevin Stevens
We're Hiring!
Next Big Thing · Nikhil Basu Trivedi
Via
Top posts this week