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, 17 November, 2025

Sunday, 16 November, 2025

Tomasz Tunguz | Tomasz Tunguz

What 375 AI Builders Actually Ship

A Wealth of Common Sense | Ben Carlson

AI in Las Vegas

Kyle Poyar's Growth Unhinged | Kyle Poyar

How to use AI agents for marketing

Kyle Poyar's Growth Unhinged | Kyle Poyar

How to use AI agents for marketing

Investing in AI | Rob May

Why AI Is and Also Isn't a Bubble

Saturday, 15 November, 2025

Jessie Harris

Week 24 Roundup