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, 15 November, 2025

Jessie Harris

Week 24 Roundup

Friday, 14 November, 2025

Reaction Wheel | Jerry Neumann

Felice Kincannon

A Wealth of Common Sense | Ben Carlson

What If Things Are Better Than They Seem?

Net Interest | Marc Rubinstein

Bubble Trouble 2

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Great AI Premium

99% Derisible | Yoni Rechtman

Important Narratives, Important Companies