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.

Saturday, 27 September, 2025

Jessie Harris

Week 17 Roundup

Friday, 26 September, 2025

A Wealth of Common Sense | Ben Carlson

The Weirdest Bubble Ever

Net Interest | Marc Rubinstein

Ready Layer One

Not Boring | Packy McCormick

Weekly Dose of Optimism #163

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #3

Tomasz Tunguz | Tomasz Tunguz

The Efficient Frontier of AI