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

Subscribe to get the weekly digest every Sunday

Tuesday, 17 March, 2026

A Wealth of Common Sense | Ben Carlson

An Asset-Liability Mismatch

Deconstructor of Fun

GDC 2025 POST-MORTEM

Andy Dunn

Empire of Pain

Collin Wallace

Counting Cards in Venture

Collaborative Fund

Significance > Success

Casey Accidental

The AI Signal to Noise Curve

Jack Arenas

Don't Go Full NPC

Lenny's Newsletter

How I built LennyRPG

Melody Koh | Melody Koh, Partner @ NextView

The Four Relationships with AI