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.

Wednesday, 24 April, 2024

Opus Letter | Derek Urben

Opus 23: Introducing Imperium

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A Healthy Pullback

Kyle Poyar's Growth Unhinged | Kyle Poyar

From idea to half the Fortune 500

Tuesday, 23 April, 2024

notes & upside | Nandu Anilal

Meta's Open Source AI Ambitions

A Wealth of Common Sense | Ben Carlson

The News is Making You Miserable

Pirate Wires | Mike Solana

Mission Accomplished

Stratechery

Meta and Open