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.

Tuesday, 01 October, 2024

Tomasz Tunguz | Tomasz Tunguz

Where is the Budget for AI Coming From?

Monday, 30 September, 2024

Tanay Jaipuria | Tanay Jaipuria

OpenAI and Anthropic Revenue Breakdown

BIG by Matt Stoller | Matt Stoller

Safelite Is a PBM

Climate Tech VC

🌍 ICYMI at NYCW #216

On My Mind | Michael Dempsey

Megalopolis & Self-Protectionism

The Sociology of Business | Ana Andjelic

Product-led organization

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Next Catalyst for Crypto Assets

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…