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.

Tuesday, 07 November, 2023

Stratechery

The OpenAI Keynote

Reaction Wheel | Jerry Neumann

Discount rates in venture backed startups

The Micromobility Newsletter | Team M

💸 More Subsidies, More Ebikes

Collaborative Fund

My New Book: Same As Ever

Monday, 06 November, 2023

99% Derisible | Yoni Rechtman

Franchises Can Be a vSaaS Trojan Horse

The Rebooting

System players

The Rebooting

System players

Sammy Abdullah

Payback period in SaaS

The Micromobility Newsletter | Team M

🔧 Introducing Mod Monday