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.

Sunday, 19 October, 2025

Investing in AI | Rob May

An Economic Plan To Boost AI

A Wealth of Common Sense | Ben Carlson

Why I Don’t Own Any Gold

Kyle Poyar's Growth Unhinged | Kyle Poyar

Is AI adoption slowing down?

Kyle Poyar's Growth Unhinged | Kyle Poyar

Is AI adoption slowing down?

Saturday, 18 October, 2025

Kyle Harrison

Momentum != Moat

Jessie Harris

Week 20 Roundup

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Investing in Start-Up Equity

Friday, 17 October, 2025

Nikunj Kothari

Surrender to Chaos

A Wealth of Common Sense | Ben Carlson

House Rich Millionaires

99% Derisible | Yoni Rechtman

"But AI companies grow so fast"