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, 03 February, 2025

JP Guite | JP Guite

Why We Invested in Kaya AI

Tomasz Tunguz | Tomasz Tunguz

It Pays to be an AI Company

Sunday, 02 February, 2025

A Wealth of Common Sense | Ben Carlson

The Perfect Level of Wealth

Equal Ventures

Unperfect

Nathan Benaich | Nathan Benaich

State of AI: January 2025 newsletter

Nathan Benaich | Nathan Benaich

Your guide to AI: January 2025

Generative Value | Eric Flaningam

OpenAI, Part 1

Termsheet | Zubair N. Paracha

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Saturday, 01 February, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…