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

Subscribe to get the weekly digest every Sunday

Friday, 29 August, 2025

99% Derisible | Yoni Rechtman

Everyone is wrong about being consensus

Not Boring | Packy McCormick

Weekly Dose of Optimism #159

Tomasz Tunguz | Tomasz Tunguz

From Vibe Coding to the New Software Standard

Thursday, 28 August, 2025

Nikunj Kothari

Overnight Success

A Wealth of Common Sense | Ben Carlson

A Short History of the S&P 500

Termsheet | Zubair N. Paracha

What makes Gathern special

Ian's Blog: Nominal Returns | Ian Gutterman

The US Intel Investment Is Bad News For Insurers