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, 15 October, 2025

Twelve Below

Nome Bio

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: A Primer on Mag7 - Amazon

Conor Witt | Conor Witt

The Data Tapes Edition #32

Kyle Poyar's Growth Unhinged | Kyle Poyar

The odds of making it

Kyle Poyar's Growth Unhinged | Kyle Poyar

The odds of making it

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Did the Market Just Top?

Digital Native | Rex Woodbury

Taylor Swift, Sora, and Slop vs. Substance