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, 20 August, 2025

The Sociology of Business | Ana Andjelic

In spotlight: Aesthetics, part 1

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Buy the Porsche

Conor Witt | Conor Witt

Data Tapes Edition #28

Tuesday, 19 August, 2025

A Wealth of Common Sense | Ben Carlson

The Human Toll of Artificial Intelligence

Frankly Speaking | Frank Wang

Is it ok to miss a security incident?

Nongaap Investing | Mike

[P] UNH: Itemized Governance Signals