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.

Wednesday, 03 September, 2025

Jordan Cooper | Jordan Cooper

Friend.com

Jordan Cooper | Jordan Cooper

Friend.com

Conor Witt | Conor Witt

The Data Tapes Edition #29

A Wealth of Common Sense | Ben Carlson

30 Years

Next Big Thing | Nikhil Basu Trivedi

Honeydew

The Sociology of Business | Ana Andjelic

In spotlight: Aesthetics, part 2

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A National Housing Emergency

Kyle Poyar's Growth Unhinged | Kyle Poyar

Why everyone’s switching to AI credits

Kyle Poyar's Growth Unhinged | Kyle Poyar

Why everyone’s switching to AI credits

Entrepreneur First

Portfolio News | August 2025

Digital Native | Rex Woodbury

How to Productize AI Anxiety

Tuesday, 02 September, 2025

Tanay Jaipuria | Tanay Jaipuria

The Gross Margin Debate in AI

Newcomer | Eric Newcomer

newcomer + solana