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, 11 November, 2023

Pirate Wires | Mike Solana

Palmer Luckey Saves the World

Forerunner Ventures | Forerunner Ventures

The CQ: The Cult of Erewhon and $9/mo Primary Care

Continuations | Albert Wenger

Weaponization of Bothsidesism

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Friday, 10 November, 2023

A Wealth of Common Sense | Ben Carlson

Yield Sells

Newcomer | Eric Newcomer

Chip War (with Chris Miller)

Net Interest | Marc Rubinstein

The Capital Cycle Hits Payments

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

DevDay!

Peter G Schmidt | Peter G Schmidt

State of the Venture Market - 2023