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, 12 July, 2023

AlleyCorp

AlleyCorp in Q2

Pirate Wires | Mike Solana

The Cyborgian Denizens of DIDTok

Nongaap Investing | Mike

Shift4: The Orca in the Room

A16Z Home Feed

Investing in Sound.xyz

Chris Neumann | Chris Neumann

You Are Not Your Company

Kyle Poyar's Growth Unhinged | Kyle Poyar

Can PLG beat Salesforce?

Kyle Poyar's Growth Unhinged | Kyle Poyar

Can PLG beat Salesforce?

AVC | Fred Wilson

Flooding

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Is Twitter Dead?

Tuesday, 11 July, 2023

BIG by Matt Stoller | Matt Stoller

Judge Rules for Microsoft: Mergers Are Good

A Wealth of Common Sense | Ben Carlson

3 Overrated Financial Concepts