The rise of new sovereign powers: the Tether dark horse
Tech eroding state power and our search for the new sovereigns
Stefano Bernardi
The Depopulation Trade: An Unruly thesis
The population collapse is much faster than predicted, and happening now.
This is the Unruly investment thesis for the coming century
The fallacies in concentrated fund models: an Unruly fund construction thesis
How Unruly is built to outperform
I’ve only been fundraising for a couple of weeks, but a very clear pattern is already emerging: a lot of LPs seem to believe that to outperform, you need to build an extremely concentrated portfolio (~15–20 companies), and then concentrate follow-on capital
Unruly's robotics thesis: hardware meets legacy services (by and with Aleks Gampel)
On the heels of our call for theses from a few months ago, in our constant search for alpha in venture, we believe we have found a little gem: a thesis built for our times with the right person to deploy it.
The world is changing faster than we can
Our constant search for alpha: pitch us your investment thesis
Looking for the brightest and most radical minds, and their alpha-generating ideas
The Decentralization of the Real World
An Unruly Thesis
Unruly Capital Manifesto
An ode to entrepreneurship and venture capital, as well as an exploration on what's next and what's important