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

Subscribe to get the weekly digest every Sunday

Saturday, 24 January, 2026

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Jessie Harris

The Fiber Frenzy

Friday, 23 January, 2026

Nikunj Kothari

The Bill Comes Due

A Wealth of Common Sense | Ben Carlson

Earnings vs. the Stock Market

Net Interest | Marc Rubinstein

The Last Active Manager

Fred Wilson

Can AI Grow Corn?