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This week we read 297 pieces from 132 firms. Here is what investors wrote about, the deals behind it, and who to talk to.
What it is. It covers the main narratives investors wrote about this week. Each story has a plain summary, the firms involved, and the deals that back it.
How we build it. We read every newsletter and blog from the funds we track for the week. We group what they wrote into narratives. We tag each narrative as NEW or CONTINUING.
What lifecycle means. A narrative starts when multiple firms write about it. As the number of publishers increases, it grows and becomes consensus, to then fade away.
How to use it. Read it to see what investors are paying attention to right now. Watch the NEW tags to catch themes before they are consensus. Watch the CONTINUING counts to see which themes last and which ones fade.
What it is. One card per fund. Each card shows what a fund wrote this week, what they wrote over the last three months, and how to talk to them. Look up the funds you care about.
How we build it. For each fund, we pull everything they published this week. Baseline is a fund’s normal posting rate. Louder means they posted more than that this week. A fund getting louder on a theme is a fund paying more attention to it.
How to use it. Find the fund you want to pitch. Read their three-month focus and their talking points. Open your outreach with what they actually wrote. This is the difference between a cold pitch and a relevant one.
It would mean a lot if you showed up and interacted with it on the day — a comment or an upvote goes a long way for a small team.
What you can do:
→ Follow every VC in your sector in one subscription
→ Filter your feed by fund, sector, theme, and sentiment
→ Open a VC card for any fund to see their investments, focus, and links
→ Build a watchlist around your raise and track what your target investors are writing
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Here’s the short version of what the funds wrote this week. The full brief and fund report are worth it — but if you’re about to walk into a meeting, read this first.
What VCs wrote about most
The AI IPO race (continuing). The big labs are heading for public markets. Anthropic is valued at $965 billion and started scheduling investor meetings ahead of a possible October IPO, trying to beat OpenAI to the market. OpenAI has confidentially filed and could seek up to $1 trillion. SpaceX already went public in June.
Open models and distribution (continuing). Chinese open-weight models have gone from novelty to core infrastructure in the US AI stack. Hugging Face is now the main place those models get distributed.
The agent era (new). AI agents are moving from helping with workflows to running them. The debate among funds: do autonomous agents kill the software layer or reinforce it?
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