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

Subscribe to get the weekly digest every Sunday

Friday, 08 May, 2026

A Wealth of Common Sense | Ben Carlson

Why Are Hedge Fund Managers Always Bearish?

99% Derisible | Yoni Rechtman

Slop 'em up

Sequoia

AI Ascent 2026

Net Interest | Marc Rubinstein

Bye the Index

Fintech Ruminations

The long road to $1 on-chain

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Vibe Coding Hangover

Not Boring | Packy McCormick

Weekly Dose of Optimism #192

Tomasz Tunguz | Tomasz Tunguz

Securing the Agentic Enterprise

Thursday, 07 May, 2026

Next Big Thing | Nikhil Basu Trivedi

Sense of Urgency

Making Connections by Jax | Jax Vullinghs

The Pursuit of Excellence

A Wealth of Common Sense | Ben Carlson

A Government Debt Crisis?