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, 05 April, 2024

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Big 5 And Their AI Stacks Part II: Implications

Alex Lazarow | Alex Lazarow

Behind the Investment: Meet BRKZ

Not Boring | Packy McCormick

Weekly Dose of Optimism #88

Tomasz Tunguz | Tomasz Tunguz

Micromanaging AI

Thursday, 04 April, 2024

Clouded Judgement | Jamin Ball

Rubrik: Benchmarking the S-1 Data

A Wealth of Common Sense | Ben Carlson

The Difference Between Market Timing & Risk Management

Sammy Abdullah

Q1 2024 Tech Multiples

Ian's Blog: Nominal Returns | Ian Gutterman

Tesla Insurance Is Still A Bad Idea For Tesla