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, 01 June, 2021

The Micromobility Newsletter | Team M

3️⃣ Inside Bird Three

Drinking from the Firehose | Alex Taussig

Firehose #191: 😲 $1B+ brands 😲

Feld Thoughts | Brad Feld

No TV Summer

Feld Thoughts | Brad Feld

No TV Summer

Tough Venturing | John Tough

Energy Transition: Material Demand

Abhinaya Konduru

25

Abhinaya Konduru

Year 4 as a VC

Second Opinion | Christina Farr

Why we're betting big on women's health

Monday, 31 May, 2021

Nongaap Investing | Mike

Shopify: Evolution of a Leader

Chinese Characteristics | Lillian Li

Premium special: What story are you living in?

Tanay's Newsletter | Tanay Jaipuria

The True Addressable Market for Digital Advertising

notes & upside | Nandu Anilal

Modern Software Moats

Sunday, 30 May, 2021

Sunday Snapshots | Sidhartha Jha

Figs: The Ultimate DTC Company