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, 10 December, 2025

My Climate Journey | Jason Jacobs

Our Investment in Hammerhead AI

Better Tomorrow Ventures

Checking In on Embedded Fintech

The Sociology of Business | Ana Andjelic

Trend Makers vs. Taste Makers

Andrew Ziperski

Some Thoughts on Equity

Brian Sugar

Do Not Go Quietly

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Netflix vs. Paramount

Kyle Poyar's Growth Unhinged | Kyle Poyar

The AI churn wave?

Kyle Poyar's Growth Unhinged | Kyle Poyar

The AI churn wave?

yCombinator

Meesho Goes Public