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

Subscribe to get the weekly digest every Sunday

Wednesday, 16 July, 2025

My Climate Journey | Jason Jacobs

Six Months Later: What the LA Fires Left Behind

Venture Unlocked | Samir Kaji

How to win in seed stage investing today

A Wealth of Common Sense | Ben Carlson

Animal Spirits: There Are Too Many Rich People

Kyle Poyar's Growth Unhinged | Kyle Poyar

Inside the SaaS efficiency gap

Digital Native | Rex Woodbury

The Taxi Cab Theory of Venture Capital

A Wealth of Common Sense | Ben Carlson

20 Questions

Tuesday, 15 July, 2025

Tanay Jaipuria | Tanay Jaipuria

Figma S-1 Breakdown

Kwokchain | Kevin Kwok

The HALO Effect

Sammy Abdullah

B2C Multiples in Q2 2025

Meera Clark | Meera Clark, Partner @ Redpoint

Why Delivery Is the New Frontier of Differentiation