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, 18 May, 2024

Arpitrage | Arpit Gupta

Contra Strong Towns

Friday, 17 May, 2024

BIG by Matt Stoller | Matt Stoller

The Monopoly That Gets 'Em When They're Grieving

A Wealth of Common Sense | Ben Carlson

Gambler’s Fallacy in the Stock Market

Net Interest | Marc Rubinstein

Coasian Finance Revisited

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

AI Agents & New Age of Software

Clouded Judgement | Jamin Ball

Clouded Judgement 5.17.24 - April CPI Update