The latest theses & analyses from top VCs and analysts

Over 500 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.

Tuesday, 27 July, 2021

Newcomer | Eric Newcomer

The Anti-Portfolio

Greylock News

Philosopher Versus MBA

Pirate Wires | Mike Solana

American Spaceman, Body and Soul

A Wealth of Common Sense | Ben Carlson

There is No Such Thing as a “Normal” Market Environment

Craft Ventures

Why We Invested in Orum

The Micromobility Newsletter | Team M

🇺🇸 New Bill to Make E-Bikes Much Cheaper

My Climate Journey | Jason Jacobs

Our Investment in Lightship

Fintech Ruminations

The disintermediation of finance

Tough Venturing | John Tough

Climate Tech Fundraising Environment

Fintech Takes | Alex Johnson

Life Stage Products, Not Life Stage Marketing

Sequoia Capital

Landis: The Path Home

Venture Upward | David Beisel

The Value of Writing

AVC | Fred Wilson

Cash on Cash vs IRR

Monday, 26 July, 2021

Tanay's Newsletter | Tanay Jaipuria

Streaming, COVID-19, and the Changing Theatrical Window