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

Subscribe to get the weekly digest every Sunday

Wednesday, 19 February, 2025

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Life and Death

Kyle Poyar's Growth Unhinged | Kyle Poyar

The good, bad and ugly of SaaS pricing changes

Tanay Jaipuria | Tanay Jaipuria

A few charts on where AI adoption is going

Tuesday, 18 February, 2025

Frankly Speaking | Frank Wang

How the AI security space will evolve

Pirate Wires | Mike Solana

Harnessing the Breath of Life

Sequoia

RobCo Spotlight

Point72 Ventures

Our Investment in Luminance

Climate Tech VC

🌎 RIP SEC’s TCFD #233