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, 09 November, 2024

Friday, 08 November, 2024

A Wealth of Common Sense | Ben Carlson

Election Market Overreactions

Net Interest | Marc Rubinstein

Trump's Banks

99% Derisible | Yoni Rechtman

Some Notes on Moats

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

How AI Is Rewriting the SaaS Playbook

The Micromobility Newsletter | Team M

Next Week: Micromobility America 🎉