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.

Tuesday, 22 June, 2021

Next Big Thing | Nikhil Basu Trivedi

Via

Monday, 21 June, 2021

Tanay's Newsletter | Tanay Jaipuria

Customer-Based Valuation

Operators & Delian's Ramblings | Delian Asparouhov

Operators Ep 28 Transcript

Bring the Donuts | Ken Norton

Are You a Rabbit or a Kangaroo?

Drinking from the Firehose | Alex Taussig

Calling in sick. Sorry!

Not Boring | Packy McCormick

Scale: Rational in the Fullness of Time

Nongaap Investing | Mike

[Premium QN] Game of Blitz Activism

AVC | Fred Wilson

Analog Summer

Sunday Snapshots | Sidhartha Jha

Clear: The Perfect Trojan Horse

Sunday Snapshots | Sidhartha Jha

Clear: The Perfect Trojan Horse

Sunday, 20 June, 2021

Excoastal | Evan Lonergan

Digital Lending in Ohio