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, 28 March, 2025

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Applied AI and Business Models

99% Derisible | Yoni Rechtman

Get Ready to Pay Your Network

Not Boring | Packy McCormick

Weekly Dose of Optimism #137

Tomasz Tunguz | Tomasz Tunguz

The Great Liquidity Shift

Thursday, 27 March, 2025

Nikunj Kothari

Local Maximum

The Micromobility Newsletter | Team M

Swapfiets' Revenue up 19% to €85.3m in 2023

Pirate Wires | Mike Solana

The First AI Meme God