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.

Thursday, 01 May, 2025

Nikunj Kothari

The Conductor's Era

Ian's Blog: Nominal Returns | Ian Gutterman

In Defense of Greedy Billionaires

A Wealth of Common Sense | Ben Carlson

The U.S. Dollar vs. Your Portfolio

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - ARR or ERR?