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.

Monday, 01 December, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #35

The Sociology of Business | Ana Andjelic

Pumpkin Spice: Sips and Subcultures

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Psychology of Income

Sunday, 30 November, 2025

Chamath Palihapitiya | Chamath Palihapitiya

WIRTW: AI Manhattan Project

Nathan Benaich | Nathan Benaich

State of AI: December 2025 newsletter

Investing in AI | Rob May

Is There Any Hope For AI Benchmarks?