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, 31 January, 2025

Deepwater Asset Mgmt

What Does DeepSeek Mean for AI?

Net Interest | Marc Rubinstein

Financing the AI Boom

Not Boring | Packy McCormick

Weekly Dose of Optimism #129

Thursday, 30 January, 2025

Pirate Wires | Mike Solana

Drone Horizons

Brendan Baker

Rackhouse