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.

Saturday, 02 August, 2025

Kyle Harrison

The Cogsec Chronicles

Jessie Harris

Week 9 Roundup

Friday, 01 August, 2025

A Wealth of Common Sense | Ben Carlson

Iron Laws of the Stock Market

JP Guite | JP Guite

Why We Invested in Harper

The Micromobility Newsletter | Team M

Profitable at Scale? Voi’s Q2 2025 Says Yes!

Feld Thoughts | Brad Feld

A Shift

99% Derisible | Yoni Rechtman

Insecurity is the enemy of improvement

Jarrod Dicker

Can’t Buy Me Love

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

A Conversation With Vercel's Former Head of AI