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, 30 August, 2025

Jessie Harris

Week 13 Roundup

Tomasz Tunguz | Tomasz Tunguz

The Rise and Fall of Vibe Coding

Friday, 29 August, 2025

A Wealth of Common Sense | Ben Carlson

What Would You Do If You Had a Million Dollars?

Clayton Petty | Clayton Petty

The fight to own web agent identity

99% Derisible | Yoni Rechtman

Everyone is wrong about being consensus

Not Boring | Packy McCormick

Weekly Dose of Optimism #159