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

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

Tuesday, 09 December, 2025

Building Rome(s) | Aadil Maan

Lessons For Startup Founders From A TPM

A Wealth of Common Sense | Ben Carlson

Investing for the Long-Term

Ian's Blog: Nominal Returns | Ian Gutterman

Would It Be So Bad If AI Took Our Jobs?