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

Subscribe to get the weekly digest every Sunday

Saturday, 06 September, 2025

Friday, 05 September, 2025

A Wealth of Common Sense | Ben Carlson

The Vibes are Broken

Net Interest | Marc Rubinstein

Crossing the Rubicon

Clouded Judgement | Jamin Ball

Clouded Judgement 9.5.25 - Second Mover Advantage

Not Boring | Packy McCormick

Weekly Dose of Optimism #160

Thursday, 04 September, 2025

A Wealth of Common Sense | Ben Carlson

Are We at Bubble-Level Valuations?