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, 06 August, 2025

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Wall Street Strikes Back

Kyle Poyar's Growth Unhinged | Kyle Poyar

Are we ready for AI sales reps?

Tuesday, 05 August, 2025

A Wealth of Common Sense | Ben Carlson

Meme Stocks & Mr. Market

A16Z Growth

Why winners win

Equal Ventures

Before Day Zero