Follow the latest theses & analyses from 800+ VCs and analysts

Subscribe to get the weekly digest every Sunday

Tuesday, 13 October, 2026

Michael Greeley

What, Me Worry?

Who is Nnamdi? | Nnamdi Iregbulem

Valuations Need a Correction

Nnamdi Okeke | Nnamdi Iregbulem

Valuations Need a Correction

Felicis Ventures

Power Player

Monday, 12 October, 2026

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Will AI Debt Cause a Recession?