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.

Sunday, 20 April, 2025

Saturday, 19 April, 2025

Nikunj Kothari

Function, not form

Net Interest | Marc Rubinstein

Partner Swap

Friday, 18 April, 2025

Chamath Palihapitiya | Chamath Palihapitiya

A Conversation with JCal about the Evolution of Media

A Wealth of Common Sense | Ben Carlson

The U.S. Labor Force Over the Past 150 Years

Digital Native | Rex Woodbury

Models Aren't Moats

Caitlin Bolnick

4.18.25

99% Derisible | Yoni Rechtman

Vesting schedules should be longer