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.

Wednesday, 05 March, 2025

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

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Is a Recession Coming?

Kyle Poyar's Growth Unhinged | Kyle Poyar

There is no transition "out of sales" as a founder

Nikunj Kothari

Mandatory Fun

Tuesday, 04 March, 2025