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

Subscribe to get the weekly digest every Sunday

Saturday, 08 March, 2025

Friday, 07 March, 2025

A Wealth of Common Sense | Ben Carlson

Is International Diversification Finally Working?

Deepwater Asset Mgmt

How We Invest in Disruption

Net Interest | Marc Rubinstein

Too Big To Fail?

Climate Tech VC

Meet the FOAK folks

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Investing in Anagram Security

Not Boring | Packy McCormick

Weekly Dose of Optimism #134

99% Derisible | Yoni Rechtman

Legibility and Liquidity