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.

Saturday, 06 December, 2025

Friday, 05 December, 2025

A Wealth of Common Sense | Ben Carlson

Boring Investing Still Works

99% Derisible | Yoni Rechtman

The two kinds of pivots

Net Interest | Marc Rubinstein

Prediction Markets Grow Up

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

What's Happening in the Private AI Tech Markets?

Clouded Judgement | Jamin Ball

Clouded Judgement 12.5.25 - Monopoly Money

Not Boring | Packy McCormick

Weekly Dose of Optimism #172

Fred Wilson

The Big Blind