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, 22 March, 2025

Friday, 21 March, 2025

A Wealth of Common Sense | Ben Carlson

When Buy-and-Hold Dies

Pirate Wires | Mike Solana

The Cholesterol Cult

99% Derisible | Yoni Rechtman

Spend the money.

Net Interest | Marc Rubinstein

Klarna Chameleon

Clouded Judgement | Jamin Ball

Clouded Judgement 3.21.25 - M&A Roars Back

Not Boring | Packy McCormick

Weekly Dose of Optimism #136