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, 02 July, 2025

Coding VC | Leo Polovets

Humba Ventures' Deep Tech Fellowship

Frankly Speaking | Frank Wang

Why security has become easier

Clouded Judgement | Jamin Ball

Figma - Benchmarking the S1 Data

The Sociology of Business | Ana Andjelic

Research report: Anatomy of a collaboration

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Top 10 Risks to the Stock Market

Kyle Poyar's Growth Unhinged | Kyle Poyar

You should be playing with AI agents for marketing

Nikunj Kothari

Talk to my twin

Tomasz Tunguz | Tomasz Tunguz

Figma's S-1: A PLG Powerhouse

Tuesday, 01 July, 2025