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.

Monday, 18 August, 2025

A Wealth of Common Sense | Ben Carlson

Fishing and Investing

Tomasz Tunguz | Tomasz Tunguz

Explore vs. Exploit in Agentic Coding

Sunday, 17 August, 2025

AfterWork Reading

Investment Notes: OneMRI

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

Nongaap Investing | Mike

[P] TENB: Tenable Reasons to Sell

Saturday, 16 August, 2025

Jessie Harris

Wellthy Week 11