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.

Thursday, 28 April, 2022

The Rebooting

Signaling premium

Tomasz Tunguz | Tomasz Tunguz

The Three Eras of Startup Valuations

Wednesday, 27 April, 2022

Collaborative Fund

The Rich And The Wealthy

Making Connections by Jax

On ESOP & Temporal Discounting

Lightspeed Venture Partners

From Lightspeed with Love

BIG by Matt Stoller | Matt Stoller

Elon Musk, China, and the Biden Collapse

Next Big Thing | Nikhil Basu Trivedi

Prioritization as a Superpower

Ian's Blog: Nominal Returns | Ian Gutterman

Elon Musk: Too Big To Fail?

David Paul | David Paul

Market Woes and Art Buying

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Elon Buys Twitter

Tuesday, 26 April, 2022

Foundation Capital

How to Sell Software

A Wealth of Common Sense | Ben Carlson

It’s OK to Be Confused Right Now