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.

Monday, 29 September, 2025

Tomasz Tunguz | Tomasz Tunguz

From A to B Without Inventing Letters

Sunday, 28 September, 2025

Forerunner Ventures | Forerunner Ventures

The CQ | 5.5+ Million Rings

Investing in AI | Rob May

Why Google Will Win The AI Race

A Wealth of Common Sense | Ben Carlson

How Bear Markets Work

Kyle Harrison

In Defense of Disney

Below the Line by Kevin LaBuz | Kevin LaBuz

#170 – Textile Mills & GPUs

Saturday, 27 September, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...