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, 08 November, 2024

Net Interest | Marc Rubinstein

Trump's Banks

99% Derisible | Yoni Rechtman

Some Notes on Moats

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

How AI Is Rewriting the SaaS Playbook

The Micromobility Newsletter | Team M

Next Week: Micromobility America 🎉

Not Boring | Packy McCormick

Weekly Dose of Optimism #119

Nikunj Kothari

The Neighbor Effect

Tomasz Tunguz | Tomasz Tunguz

I Talk to Robots While Driving

Thursday, 07 November, 2024

Pirate Wires | Mike Solana

Total Victory

My Climate Journey | Jason Jacobs

📣 Introducing: Inevitable, an MCJ podcast