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.

Monday, 05 May, 2025

Feld Thoughts | Brad Feld

Book: Carrie Soto Is Back

Deconstructor of Fun

AppLovin: The Apex Predator

The Sociology of Business | Ana Andjelic

Case study: Formula One

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The CLO Playbook

Tomasz Tunguz | Tomasz Tunguz

No Asterisk Needed

Sunday, 04 May, 2025

Generative Value | Eric Flaningam

The Hyperscalers & Risk-Adjusted AI

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…