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, 17 December, 2025

Tomasz Tunguz | Tomasz Tunguz

A Flash of Deflation

Tuesday, 16 December, 2025

Collaborative Fund

The Misfit Tree

A Wealth of Common Sense | Ben Carlson

On The Benefits of Reading

Tomasz Tunguz | Tomasz Tunguz

The Bifurcation in the AI Market