Follow the latest theses & analyses from 700+ VCs and analysts

Subscribe to get the weekly digest every Sunday

Sunday, 16 November, 2025

A Wealth of Common Sense | Ben Carlson

AI in Las Vegas

Kyle Poyar's Growth Unhinged | Kyle Poyar

How to use AI agents for marketing

Investing in AI | Rob May

Why AI Is and Also Isn't a Bubble

Saturday, 15 November, 2025

Chamath Palihapitiya | Chamath Palihapitiya

WIRTW: Shutdown Ends, Blue Origin Milestone, Valve's Gaming Hardware

Jessie Harris

Week 24 Roundup

Friday, 14 November, 2025

Glenn Borok

The ARR Mirage In AI

Reaction Wheel | Jerry Neumann

Felice Kincannon

A Wealth of Common Sense | Ben Carlson

What If Things Are Better Than They Seem?

South Park Commons

What the SPC Member Residency?

Net Interest | Marc Rubinstein

Bubble Trouble 2