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.

Friday, 21 November, 2025

Thursday, 20 November, 2025

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #12: The Benefits of Bundling

A Wealth of Common Sense | Ben Carlson

Going All-In on MSTR

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - CX as a Feature (Not a Bug)

Tomasz Tunguz | Tomasz Tunguz

The Scaling Wall Was A Mirage