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.

Sunday, 30 July, 2023

AVC | Fred Wilson

Art On The Wall

The Generalist | Mario Gabriele

ASML: A Monopoly on Magic

Saturday, 29 July, 2023

Pirate Wires | Mike Solana

Oppenheimer

Erik Torenberg

The Ancient City

Forerunner Ventures | Forerunner Ventures

The CQ: Oddity's Debut and Rise of “Science-washing”

Paraj Mathur

Reflections

Kyle Harrison

Historical Futurism

Friday, 28 July, 2023

A Wealth of Common Sense | Ben Carlson

Benjamin Graham vs. Zero Hedge

Nongaap Investing | Mike

Illumina: SEC's Proxy Fight Review

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Net Interest | Marc Rubinstein

The End of an Experiment

BIG by Matt Stoller | Matt Stoller

How to Forget the Lessons of the Pandemic