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.

Friday, 21 February, 2025

Net Interest | Marc Rubinstein

Trading Catastrophe

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Hacking Together AI Agents

99% Derisible | Yoni Rechtman

Our SMB Thesis

Not Boring | Packy McCormick

Weekly Dose of Optimism #132

Nikunj Kothari

Say the damn thing

Thursday, 20 February, 2025