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.

Saturday, 17 May, 2025

Friday, 16 May, 2025

A Wealth of Common Sense | Ben Carlson

The Sunk Costs of Market Timing

Caitlin Bolnick

5.16.25

Net Interest | Marc Rubinstein

The Bank Inside SoftBank

99% Derisible | Yoni Rechtman

Getting in is harder than getting out

Pirate Wires | Mike Solana

Hasan Piker’s Mass Media Hysteria

Not Boring | Packy McCormick

Weekly Dose of Optimism #144