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.

Thursday, 02 October, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #31

A Wealth of Common Sense | Ben Carlson

How Do You Invest During a Bubble?

Ian's Blog: Nominal Returns | Ian Gutterman

My Hurricane Katrina Retrospective

The Sociology of Business | Ana Andjelic

CMO as a showrunner

Tomasz Tunguz | Tomasz Tunguz

Data & AI Infrastructure Are Fusing

Multicoin Capital

IBRL

Wednesday, 01 October, 2025