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

Subscribe to get the weekly digest every Sunday

Sunday, 28 September, 2025

Apex Venture Studio

You Gotta Invest in What You Know

Investing in AI | Rob May

Why Google Will Win The AI Race

A Wealth of Common Sense | Ben Carlson

How Bear Markets Work

Kyle Harrison

In Defense of Disney

Below the Line by Kevin LaBuz | Kevin LaBuz

#170 – Textile Mills & GPUs

Saturday, 27 September, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Jessie Harris

Week 17 Roundup

Friday, 26 September, 2025

Climate Tech VC

🌏 Overheard at NYCW '25

A Wealth of Common Sense | Ben Carlson

The Weirdest Bubble Ever

Fintech Ruminations

Stablecoins are rails, not tokens