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.

Monday, 27 January, 2025

Net Interest | Marc Rubinstein

Introducing Net Interest Extra

Stratechery

DeepSeek FAQ

The Sociology of Business | Ana Andjelic

What retail CEOs don't know

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Private Credit Opportunity Set

Building Rome(s) | Aadil Maan

How To Deal With Ambiguity As A TPM

Akash Bajwa

The Post-R1 World

Akash Bajwa

The Post-R1 World

The Valley of Dunning-Kruger | Everett Randle

Game Over? (Summer 2022)

Sunday, 26 January, 2025

Generative Value | Eric Flaningam

AI as Electricity

A Wealth of Common Sense | Ben Carlson

Margin of Too Much Safety