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

Making Connections by Jax | Jax Vullinghs

Invest Australia, Emergent Intelligence & Robotics

First Round Review

Technical Debt

First Round Review

Cash Runway

First Round Review

ARPU

First Round Review

Break-Even Point

First Round Review

Growth Hacking

Tomasz Tunguz | Tomasz Tunguz

Adding Complexity Reduced My AI Cost by 41%

Monday, 29 September, 2025

Next Big Thing | Nikhil Basu Trivedi

Anything

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Investing in the All Weather Strategy

Josh Elman

50

The Sociology of Business | Ana Andjelic

The great retail romance

Michael Greeley

Wedding Bell Blues…