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.

Wednesday, 01 May, 2024

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Negative Arbitrage

Kyle Poyar's Growth Unhinged | Kyle Poyar

How AI apps make money

Tomasz Tunguz | Tomasz Tunguz

The Capex Conquest in the Cloud

Tuesday, 30 April, 2024

Short-Formed | Anu Atluru

Writer-Builders

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: Moore's Law and Next Steps for Silicon

Collaborative Fund

How I Think About Debt