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 February, 2025

A Wealth of Common Sense | Ben Carlson

The Advisor Cheat Code

Friday, 31 January, 2025

Pirate Wires | Mike Solana

DeepSeek Was Inevitable

A Wealth of Common Sense | Ben Carlson

Is This a Bubble?

99% Derisible | Yoni Rechtman

A Dinner To Save New York

Deepwater Asset Mgmt

What Does DeepSeek Mean for AI?

Net Interest | Marc Rubinstein

Financing the AI Boom