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, 26 November, 2025

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Wait, Are We in a Recession???

Digital Native | Rex Woodbury

Going Bananas ๐ŸŒ

Tuesday, 25 November, 2025

A Wealth of Common Sense | Ben Carlson

The Railway Bubble vs. the AI Bubble

Scale Venture Partners

Announcing our investment in Range