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, 20 December, 2023

AfterWork Reading

Investment Notes: Avarni

Tomasz Tunguz | Tomasz Tunguz

Why Startup M&A in 2024 Will Rebound

Tuesday, 19 December, 2023

Shravan Narayen | Shravan Narayen

What to Watch in 2024

A Wealth of Common Sense | Ben Carlson

A Short History of Nasdaq 100 Returns

Pirate Wires | Mike Solana

Thank God for El Segundo

First1000 | Ali Abouelatta

🎧 Audible

The Micromobility Newsletter | Team M

Can Sodium Battery Tech Compete with Lithium?

Not Boring | Packy McCormick

Momentum, Consolidation, and Breakout

Lenny's Newsletter

First-principles thinking