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.

Saturday, 25 March, 2023

Continuations | Albert Wenger

Thinking About AI

Friday, 24 March, 2023

A Wealth of Common Sense | Ben Carlson

The First Investment I Ever Made

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week…

Net Interest | Marc Rubinstein

The Demise of Credit Suisse

Clouded Judgement | Jamin Ball

Clouded Judgement 3.24.23