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.

Tuesday, 15 November, 2022

Nongaap Investing | Mike

[Premium QN] Follow-up to M&A Bridge

The Micromobility Newsletter | Team M

🇫🇷 Viva la Révolution

Paul Graham Essays

What You (Want to)* Want

Monday, 14 November, 2022

Anthemis Insights

Why We Invested: Kyte

My Climate Journey | Jason Jacobs

The untold climate story of water

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Welcome to Aspiring for Intelligence!

Stratechery

Narratives

Not Boring | Packy McCormick

Discounting Belief

This is Going to be BIG | Charlie O'Donnell

I'll Fund a Startup n00b But Here's How Not to Look Like One