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, 29 August, 2025

Thursday, 28 August, 2025

Nikunj Kothari

Overnight Success

A Wealth of Common Sense | Ben Carlson

A Short History of the S&P 500

Termsheet | Zubair N. Paracha

What makes Gathern special

Ian's Blog: Nominal Returns | Ian Gutterman

The US Intel Investment Is Bad News For Insurers

Peter G Schmidt | Peter G Schmidt

R[ai]dio on the Internet

Tomasz Tunguz | Tomasz Tunguz

The AI Tide Lifts Databases

Wednesday, 27 August, 2025