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, 17 May, 2024

Net Interest | Marc Rubinstein

Coasian Finance Revisited

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

AI Agents & New Age of Software

Clouded Judgement | Jamin Ball

Clouded Judgement 5.17.24 - April CPI Update

Equal Ventures

An Energy Dilemma

Equal Ventures

An Energy Dilemma

Not Boring | Packy McCormick

Weekly Dose of Optimism #94

Thursday, 16 May, 2024

Notorious PLG | Zach DeWitt

Notorious: You Just Have to Care