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, 01 March, 2025

Friday, 28 February, 2025

Pirate Wires | Mike Solana

Why Robinhood is Ripping

A Wealth of Common Sense | Ben Carlson

How Much is the U.S. Housing Market Worth?

Net Interest | Marc Rubinstein

Last Trader Standing

99% Derisible | Yoni Rechtman

A cornucopia of takes

Clouded Judgement | Jamin Ball

Clouded Judgement 2.28.25 - Max Uncertainty