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.

Monday, 12 December, 2022

Both Sides of the Table | Mark Suster

Praying to the God of Valuation

Continuations | Albert Wenger

The Eutopian Network State

Sunday, 11 December, 2022

BIG by Matt Stoller | Matt Stoller

Open Thread

Arpitrage | Arpit Gupta

A Harberger Tax on Patents

Accelerated | Justine & Olivia

🚀 Is this the end of homework?

A Wealth of Common Sense | Ben Carlson

Some Thoughts About Investing

Below the Line by Kevin LaBuz | Kevin LaBuz

#151 - Addition by Subtraction, Take 2

The Generalist | Mario Gabriele

TSMC: Semiconductors and Borders of Light

Saturday, 10 December, 2022

Forerunner Ventures | Forerunner Ventures

The CQ: Inflation’s latest victim? Holiday gift giving