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

Subscribe to get the weekly digest every Sunday

Sunday, 03 November, 2024

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

Generative Value | Eric Flaningam

Q3 '24 Hyperscaler Update: CapEx Growth Continues

Kyle Harrison

Performative Failure

Kyle Harrison

Performative Failure

A Wealth of Common Sense | Ben Carlson

1999 vs. 2024

Saturday, 02 November, 2024

Friday, 01 November, 2024

A Wealth of Common Sense | Ben Carlson

Don’t Take Financial Advice From Hedge Fund Managers

Pirate Wires | Mike Solana

Taylor Lorenz’s History of Lies