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

Subscribe to get the weekly digest every Sunday

Friday, 16 January, 2026

Nikunj Kothari

Time Expansion

A Wealth of Common Sense | Ben Carlson

How to Fix the Housing Market

Net Interest | Marc Rubinstein

Trump Cards

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

AI and the Front Door to Healthcare 🏥

Clouded Judgement | Jamin Ball

Clouded Judgement 1.16.26 - Platform of Platforms

Tomasz Tunguz | Tomasz Tunguz

Software That Debugs Itself While I Sleep

Thursday, 15 January, 2026

Collaborative Fund

The Power of Constraints