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.

Friday, 10 February, 2023

Peter G Schmidt | Peter G Schmidt

Models-as-a-Service

Clouded Judgement | Jamin Ball

Clouded Judgement 2.10.23

My Climate Journey | Jason Jacobs

Our Investment in Mill

Not Boring | Packy McCormick

Weekly Dose of Optimism #29

BIG by Matt Stoller | Matt Stoller

Bill Clinton Has Left the Building

BIG by Matt Stoller | Matt Stoller

Is the Microsoft-Activision Merger Falling Apart?

Retail Is Alive | Rebekah Kondrat

Retail Is (Still) Alive—and I'm back!

Tomasz Tunguz | Tomasz Tunguz

Venture Capital, Withering & Dying

Thursday, 09 February, 2023

Collaborative Fund

Risk and Regret

A Wealth of Common Sense | Ben Carlson

Deconstructing 10, 20 & 30 Year Stock Market Returns

Collaborative Fund

My Most Valuable Season

Spencer Peterson | Spencer Peterson

Aperture

The Rebooting

Chaotic energy

Late Checkout | Greg Isenberg

Community = culture

Ian's Blog: Nominal Returns | Ian Gutterman

My Life Story Told Through Super Bowls