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, 20 January, 2023

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Moats in the Era of AI

Net Interest | Marc Rubinstein

Broker Rivalry

Kyle Harrison

Thinning The Herd

Ian's Blog: Nominal Returns | Ian Gutterman

What You Missed This Week

Clouded Judgement | Jamin Ball

Clouded Judgement 1.20.23

My Climate Journey | Jason Jacobs

Our Investment in Sublime Systems

Not Boring | Packy McCormick

Weekly Dose of Optimism #26

luttig's learnings | John Luttig

Is AI the new crypto?

luttig's learnings | John Luttig

Is AI the new crypto?

Thursday, 19 January, 2023