Follow the latest theses & analyses from 800+ VCs and analysts

Subscribe to get the weekly digest every Sunday

Saturday, 07 March, 2026

Tomasz Tunguz | Tomasz Tunguz

The Sword of Damocles in Software

Friday, 06 March, 2026

A Wealth of Common Sense | Ben Carlson

Why is Private Equity Crashing?

Earnest Sweat

Be Engaged

Short-Formed | Anu Atluru

White Collar Goes Blue

Short-Formed | Anu Atluru

White Collar Goes Blue

Net Interest | Marc Rubinstein

Learning from Lloyd

99% Derisible | Yoni Rechtman

OpenAI’s Endgame is Obvious