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, 08 March, 2025

Friday, 07 March, 2025

A Wealth of Common Sense | Ben Carlson

Is International Diversification Finally Working?

Deepwater Asset Mgmt

How We Invest in Disruption

Net Interest | Marc Rubinstein

Too Big To Fail?

Climate Tech VC

Meet the FOAK folks

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Investing in Anagram Security

Not Boring | Packy McCormick

Weekly Dose of Optimism #134

99% Derisible | Yoni Rechtman

Legibility and Liquidity

Chamath Palihapitiya | Chamath Palihapitiya

Inside the AI Chip Race with Groq