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The Thesis by Leonis
Leonis Capital is a research-driven VC fund based in Silicon Valley. We distill our data-backed findings and contrarian theses into actionable insights for founders and fellow VCs.
10 posts · contributor
Lately
The Two Token Economics of AI
Inside the Claude Code Leak
From Stopwatches to Systems of Action
OpenClaw (aka Clawdbot) and the AI Threshold Effect
Early Team Hire: Build the Machine Behind the Investing
Our Predictions for 2026
Leonis Capital AI100 Report 2025
[Profile] OpenAI: Building the "Everything Platform" in AI
MCPs: Value Creation, Capture, and Destruction—Lessons from the API Era
Goldmines or Graveyards? The Divergent Fate of AI Developer Tools
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