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

Subscribe to get the weekly digest every Sunday

Friday, 05 September, 2025

Clouded Judgement | Jamin Ball

Clouded Judgement 9.5.25 - Second Mover Advantage

Not Boring | Packy McCormick

Weekly Dose of Optimism #160

Thursday, 04 September, 2025

A Wealth of Common Sense | Ben Carlson

Are We at Bubble-Level Valuations?

The Micromobility Newsletter | Team M

Building Safer Cities, with Bike Data

Meera Clark | Meera Clark, Partner @ Redpoint

Harnessing the Stable: Why Orchestration Beats Model Wars

Ian's Blog: Nominal Returns | Ian Gutterman

Six Degrees of John Charman: Sompo Acquires Aspen

Peter G Schmidt | Peter G Schmidt

AI + Ads