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, 15 July, 2025

Jack Arenas

The AI-Native CTO

Kwokchain | Kevin Kwok

The HALO Effect

Meera Clark | Meera Clark, Partner @ Redpoint

Why Delivery Is the New Frontier of Differentiation

The Sociology of Business | Ana Andjelic

The quality advantage

Monday, 14 July, 2025

Nikunj Kothari

To AI or Not to AI