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, 30 July, 2025

Ian's Blog: Nominal Returns | Ian Gutterman

Where The Capital Markets Have Failed: E&S Home Insurance

The Sociology of Business | Ana Andjelic

Brand-building in analog culture

A Wealth of Common Sense | Ben Carlson

Animal Spirits: This is the Dumb Money

Kyle Poyar's Growth Unhinged | Kyle Poyar

What GTM teams are doing with ChatGPT

Digital Native | Rex Woodbury

Fund Math for Dummies

Tuesday, 29 July, 2025

Tanay Jaipuria | Tanay Jaipuria

The Rise of Verticalized AI Coworkers