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

Subscribe to get the weekly digest every Sunday

Monday, 04 August, 2025

Generative Value | Eric Flaningam

Q2 ‘25 Cloud Update: CapEx Keeps Rising!

The Sociology of Business | Ana Andjelic

Signature products

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Finding Tax Alpha in Fixed Income

Collaborative Fund

What A World (A few Stories)

A Wealth of Common Sense | Ben Carlson

AI is Eating the Economy

Tomasz Tunguz | Tomasz Tunguz

Small Action Models Are the Future of AI Agents

Sunday, 03 August, 2025