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

Subscribe to get the weekly digest every Sunday

Tuesday, 28 October, 2025

Tanay Jaipuria | Tanay Jaipuria

When ARR is not ARR

Monday, 27 October, 2025

Nongaap Investing | Mike

[P] GTM: Zoom or Bust?

Nikunj Kothari

Abundance mindset

The Micromobility Newsletter | Team M

Rivian's Spinout ALSO Launches New E-Bike

Joe Lonsdale

A Silver Tsunami?

The Sociology of Business | Ana Andjelic

Decentralized cultural space

Nongaap Investing | Mike

[PQ] GRND: Margin Calls & Acquisitions

Michael Greeley

This Should Work…

Tomasz Tunguz | Tomasz Tunguz

The Growth Premium Persists in SaaS Valuations