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, 02 March, 2025

Nathan Benaich | Nathan Benaich

State of AI: March 2025 newsletter

Nathan Benaich | Nathan Benaich

Your guide to AI: March 2025

A Wealth of Common Sense | Ben Carlson

A Valuable Reminder From the Market Gods

Generative Value | Eric Flaningam

The Future of Foundation Model Business Models

Nikunj Kothari

Icebergs

Tomasz Tunguz | Tomasz Tunguz

Lopsided AI Revenues

Saturday, 01 March, 2025

Friday, 28 February, 2025

Pirate Wires | Mike Solana

Why Robinhood is Ripping