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, 05 October, 2025

Saturday, 04 October, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Kevin Stevens

Coming soon

Jessie Harris

Wellthy Week 18

Sam Altman | Sam Altman

Sora update #1

Friday, 03 October, 2025

A Wealth of Common Sense | Ben Carlson

Ben’s Spending Rules

99% Derisible | Yoni Rechtman

My (WIP) buy box

Net Interest | Marc Rubinstein

The Evolution of a RoboAdvisor

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Highlights From the 2025 IA Summit