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, 14 October, 2021

A Wealth of Common Sense | Ben Carlson

Time Horizon is Everything For Investors

Chinese Characteristics | Lillian Li

An FYI for the next year of Chinese Characteristics

This Week in Fintech

This Week in Fintech (10/15)

Not Boring | Packy McCormick

The Model of Everything

Kyle Poyar's Growth Unhinged | Kyle Poyar

Inside Toast's 🔥 IPO

Wednesday, 13 October, 2021

Lightspeed Venture Partners

Doubling down on Dexterity

The Micromobility Newsletter | Team M

🛸 VanMoof’s “Hyperbike”