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.

Monday, 10 February, 2025

Sunday, 09 February, 2025

Sam Altman | Sam Altman

Three Observations

Generative Value | Eric Flaningam

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

A Wealth of Common Sense | Ben Carlson

Deep Finance Thoughts by Ben Carlson

Tomasz Tunguz | Tomasz Tunguz

AI Impact Curves

Saturday, 08 February, 2025

Forerunner Ventures | Forerunner Ventures

The CQ | Fay's $50M Series B

Chamath Palihapitiya | Chamath Palihapitiya

A Conversation with One of My 8090 Co-Founders

Alex Danco's Newsletter

Manifest Destiny Returns

Fakepixels | Tina He

2025 Open Inquiries