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.

Friday, 16 May, 2025

Tomasz Tunguz | Tomasz Tunguz

When Will We Pay a Premium for AI Labor?

Thursday, 15 May, 2025

The Micromobility Newsletter | Team M

Voi's Q1 Revenues up 28%

Ian's Blog: Nominal Returns | Ian Gutterman

Should US Casualty Switch To Claims Made?

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - What the Duck

A Wealth of Common Sense | Ben Carlson

60/40 Portfolio Corrections, Bear Markets and Recoveries