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, 16 July, 2025

Frankly Speaking | Frank Wang

The new threat model for AI

My Climate Journey | Jason Jacobs

Six Months Later: What the LA Fires Left Behind

Venture Unlocked | Samir Kaji

How to win in seed stage investing today

A Wealth of Common Sense | Ben Carlson

Animal Spirits: There Are Too Many Rich People

Kyle Poyar's Growth Unhinged | Kyle Poyar

Inside the SaaS efficiency gap

Digital Native | Rex Woodbury

The Taxi Cab Theory of Venture Capital

A Wealth of Common Sense | Ben Carlson

20 Questions

Tuesday, 15 July, 2025

Tanay Jaipuria | Tanay Jaipuria

Figma S-1 Breakdown