The latest theses & analyses from top VCs and analysts

Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Sunday, 21 May, 2023

The Generalist | Mario Gabriele

Intercom’s AI Evolution

Saturday, 20 May, 2023

Abraham Thomas

Data in the Age of AI

Kyle Harrison

On Hype And Hot Air

Friday, 19 May, 2023

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

BIG by Matt Stoller | Matt Stoller

Martin Shkreli Was Too Honest

BIG by Matt Stoller | Matt Stoller

Martin Shkreli Was Too Honest

Late Checkout | Greg Isenberg

Beware of Optimization Junkies

A Wealth of Common Sense | Ben Carlson

What’s the Best Long-Term Investment?

Net Interest | Marc Rubinstein

Capital One: Buffett’s Latest Banking Pick