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, 07 February, 2025

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Agent by P&L Part II

99% Derisible | Yoni Rechtman

Legible and illegible risk

Sturgeon Capital

Why We Invested - Cargon

Not Boring | Packy McCormick

Weekly Dose of Optimism #130

Greylock News

The DeepSeek Moment

Tomasz Tunguz | Tomasz Tunguz

Google's Future in Search & AI

Thursday, 06 February, 2025

Pratyush Buddiga | Pratyush Buddiga, Chief of Staff @ Susa Ventures

The Techbio Thesis