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, 22 November, 2025

Friday, 21 November, 2025

A Wealth of Common Sense | Ben Carlson

Do We Need a Long Bear Market?

Feld Thoughts | Brad Feld

Enshitification

South Park Commons

The Minus One Mindset

Net Interest | Marc Rubinstein

Inside the Affordability Crisis

Glenn Borok

The Anti-AI Bet

99% Derisible | Yoni Rechtman

Stories about the future

Not Boring | Packy McCormick

Weekly Dose of Optimism #171