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.

Thursday, 06 March, 2025

Wednesday, 05 March, 2025

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The Media Landscape - Sense-making 2.0

Scale Venture Partners

Announcing our investment in Freed

notes & upside | Nandu Anilal

AI for Creation and Maintenance

Ian's Blog: Nominal Returns | Ian Gutterman

USAA Has Lost Its Mission

Not Boring | Packy McCormick

Primer: From Software to Schools

Conor Witt | Conor Witt

The Data Tapes Edition #17

Pirate Wires | Mike Solana

Tangled Up in Methylene Blue