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

Subscribe to get the weekly digest every Sunday

Tuesday, 19 August, 2025

Nongaap Investing | Mike

[P] UNH: Itemized Governance Signals

Sturgeon Capital

Why We Invested - BILLZ

Tomasz Tunguz | Tomasz Tunguz

When One AI Grades Another's Work

Monday, 18 August, 2025

Eric Feng

Remembering Hulu

The Micromobility Newsletter | Team M

NIU Reports Strong Q2 with 350K Units Sold