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.

Friday, 23 February, 2024

Jared Hecht

The Conversation

Net Interest | Marc Rubinstein

The Third Network

Equal Ventures

A Note from Rich

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Can Anything Stop Nvidia?

Short-Formed | Anu Atluru

Great Products Have Great Premises

Clouded Judgement | Jamin Ball

Clouded Judgement 2.23.24 - Rule of X

Not Boring | Packy McCormick

Weekly Dose of Optimism #82

Pirate Wires | Mike Solana

The Princess and the Girlboss

Thursday, 22 February, 2024

BIG by Matt Stoller | Matt Stoller

The Fed Is Behind the Capital One/Discover Merger