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, 08 February, 2025

Friday, 07 February, 2025

A Wealth of Common Sense | Ben Carlson

The Long-Term Depends on Your Time Horizon

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Our New Partner

Net Interest | Marc Rubinstein

AI Eats Equity Research

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Agent by P&L Part II

99% Derisible | Yoni Rechtman

Legible and illegible risk

Sturgeon Capital

Why We Invested - Cargon

Not Boring | Packy McCormick

Weekly Dose of Optimism #130