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, 14 January, 2023

Nongaap Investing | Mike

SHC: Lucky Number Sotera

Nongaap Investing | Mike

SHC: Lucky Number Sotera

Friday, 13 January, 2023

A Wealth of Common Sense | Ben Carlson

What If We Don’t Get a Recession This Year?

Richard Chu

2022 Reflections

Net Interest | Marc Rubinstein

The Bank that Never Sold

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Ian's Blog: Nominal Returns | Ian Gutterman

The Most Value Destructive Thing An NFL Team Can Do