The latest theses & analyses from 800+ venture investors.

Christian Catalini argues that open-weights AI models won't reduce total innovation investment—only redirect it.

Bell Labs achieved epochal breakthroughs because it combined patient capital from AT&T's monopoly rents, a concrete mission with bottomless technical depth,…

Pear VC solicited startup ideas from founders at Databricks, Uber, Oscar Health, Snowflake, Gusto, and DoorDash, identifying six high-potential startup…