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.

Wednesday, 12 November, 2025

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Is a 50 Year Mortgage a Good Idea?

Kyle Poyar's Growth Unhinged | Kyle Poyar

What's really going on in software

Kyle Poyar's Growth Unhinged | Kyle Poyar

What's really going on in software

On My Mind | Michael Dempsey

The Luxury of Knowing

Tomasz Tunguz | Tomasz Tunguz

Running Out of AI

Tuesday, 11 November, 2025

A Wealth of Common Sense | Ben Carlson

Why We Can’t Have Another 1929