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, 06 February, 2025

A Wealth of Common Sense | Ben Carlson

The U.S. Housing Market vs. The Australian Housing Market

Greylock News

The DeepSeek Moment

The Micromobility Newsletter | Team M

Voi, Ryde and Bolt Win Oslo E-Scooter Tender

Virtual Elena | Elena Burger

Are We Agentic?

Virtual Elena | Elena Burger

Are We Agentic?

USV

Presto

USV

Presto

Ian's Blog: Nominal Returns | Ian Gutterman

The California Fires And What Comes Next

Flare Capital

Investing in Lynx

The Sociology of Business | Ana Andjelic

Weekly roundup

Digital Native | Rex Woodbury

How AI Changes Customer Acquisition

Matthew Mandel

Presto

Tomasz Tunguz | Tomasz Tunguz

$1.2b of Revenue in 30 Days

Wednesday, 05 February, 2025

Denny Gabriel

Coming soon