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, 25 September, 2025

Wednesday, 24 September, 2025

Next Big Thing | Nikhil Basu Trivedi

Waldo

Shravan Narayen | Shravan Narayen

Everyone Ships the Org Chart

Reaction Wheel | Jerry Neumann

How to Invest in AI

My Climate Journey | Jason Jacobs

Our Investment in Rodatherm

Digital Native | Rex Woodbury

Daybreak: The Two-Year Update

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A Mania is Brewing

Kyle Poyar's Growth Unhinged | Kyle Poyar

The rising consumer to enterprise AI playbook

Kyle Poyar's Growth Unhinged | Kyle Poyar

The rising consumer to enterprise AI playbook