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, 09 July, 2025

Lola Wajskop

Splash

Conor Witt | Conor Witt

The Data Tapes Edition #25

Uma Chalik

🧿 BODRUM

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A 25 Year Bull Market

Kyle Poyar's Growth Unhinged | Kyle Poyar

How Bolt.new hit $40M ARR in 5 months

Tuesday, 08 July, 2025