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, 17 October, 2025

99% Derisible | Yoni Rechtman

"But AI companies grow so fast"

Net Interest | Marc Rubinstein

Jefferies Jeopardy

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Compounding Stack ↗️

Not Boring | Packy McCormick

Weekly Dose of Optimism #166

Tomasz Tunguz | Tomasz Tunguz

Where Is Your AI Running?

Thursday, 16 October, 2025

Making Connections by Jax | Jax Vullinghs

Placing bets in a world of uncertainty

Short-Formed | Anu Atluru

Congratulations, Publicly

The Sociology of Business | Ana Andjelic

Live with Ana Andjelic

A Wealth of Common Sense | Ben Carlson

When Should You Sell a Stock?