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.

Tuesday, 25 November, 2025

Monday, 24 November, 2025

Stealing Signs | Jackson Bubala

A Venue for Speculation

Earnest Sweat

The Briefcase Mindset

Ian's Blog: Nominal Returns | Ian Gutterman

The Bear Case on AI

Not Boring | Packy McCormick

Cable Caballero

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Staking Your Crypto for Yield