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.

Tuesday, 22 July, 2025

Peter G Schmidt | Peter G Schmidt

Do Gross Margins Matter Anymore?

Tomasz Tunguz | Tomasz Tunguz

The AI Search Tipping Point

Monday, 21 July, 2025

AfterWork Reading

Investment Notes: Everlab