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.

Tuesday, 25 February, 2025

Nikunj Kothari

Share your obsession

Tomasz Tunguz | Tomasz Tunguz

What Happened to My Traffic?

Multicoin Capital

No title

Monday, 24 February, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

Matthew Mandel

Humane Genomics

The Micromobility Newsletter | Team M

Bird is Back! $204M in Gross Bookings and $19.2M EBITDA

Nongaap Investing | Mike

[P] TENB: Tenable Governance