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.

Tuesday, 26 August, 2025

Collin Wallace

You Can't Hire Trust

Frankly Speaking | Frank Wang

The New Commandments of Security Teams

Not Boring | Packy McCormick

The Electric Slide

On My Mind | Michael Dempsey

Bitter Lessons From HALO'd Companies

Stratechery

U.S. Intel

Tomasz Tunguz | Tomasz Tunguz

Netflix's New AI Role

Monday, 25 August, 2025

The Micromobility Newsletter | Team M

Voi's CTO on Tech That Scales to 100M Rides