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

Subscribe to get the weekly digest every Sunday

Monday, 29 June, 2026

Crucible Capital

The World as Model

A Wealth of Common Sense | Ben Carlson

Chauffeur Knowledge

The Sociology of Business | Ana Andjelic

Assembling a cultural portfolio

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Investing in the Power Grid

Akash Bajwa

AI's Optimisation Era

Sunday, 28 June, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Training Physical AI on Video Game Clips

Saturday, 27 June, 2026