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.

Friday, 01 August, 2025

Not Boring | Packy McCormick

Weekly Dose of Optimism

Tomasz Tunguz | Tomasz Tunguz

The AI-Driven Cloud Market Share Shift

Thursday, 31 July, 2025

A Wealth of Common Sense | Ben Carlson

Does the 4% Rule Still Apply?