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

Subscribe to get the weekly digest every Sunday

Thursday, 16 July, 2026

Montage Sequence | Sriram Krishnan

Open source models are having a moment

Wednesday, 15 July, 2026

Saanya Ojha

Please Look Up

Equal Ventures

The Return on Real Life

Conor Witt | Conor Witt

The Data Tapes Edition #49

Andrew Ziperski

Nobody Will Buy Your Shares

Melody Koh | Melody Koh, Partner @ NextView

The Autonomous Middle

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Wil the Fed Buy Stocks?

Tuesday, 14 July, 2026

A Wealth of Common Sense | Ben Carlson

The Cult of Equities

Carried Away

The Same Brain