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.

Tuesday, 30 September, 2025

Sam Altman | Sam Altman

Sora 2

A Wealth of Common Sense | Ben Carlson

Why is the Stock Market Up So Much in the 2020s?

Frankly Speaking | Frank Wang

Will security companies disappear?

Venture Upward | David Beisel

Start Your Own Firm Now

Clouded Judgement | Jamin Ball

Navan: Benchmarking the S-1 Data

Jamesin | Jamesin Seidel

Visibility Is the New Moat