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.

Friday, 12 September, 2025

99% Derisible | Yoni Rechtman

What margins mean

Feld Thoughts | Brad Feld

Reid Hoffman’s Superagency

Net Interest | Marc Rubinstein

Casino Royale

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

A Conversation with Clarify’s Co-Founders on Building the Next Autonomous CRM

Not Boring | Packy McCormick

Weekly Dose of Optimism #161

Clouded Judgement | Jamin Ball

Clouded Judgement 9.12.25

Frankly Speaking | Frank Wang

Should security own risk?

Thursday, 11 September, 2025