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

Subscribe to get the weekly digest every Sunday

Tuesday, 25 November, 2025

A Wealth of Common Sense | Ben Carlson

The Railway Bubble vs. the AI Bubble

Scale Venture Partners

Announcing our investment in Range

Monday, 24 November, 2025

Stealing Signs | Jackson Bubala

A Venue for Speculation

Earnest Sweat

The Briefcase Mindset