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, 01 July, 2025

Commerce Ventures

Agentic Commerce is Here

Not Boring | Packy McCormick

The Great Differentiation

Akash Bajwa

The State Of MCP

Tanay Jaipuria | Tanay Jaipuria

The New Fundraising Playbook: Seed-Strapping

Monday, 30 June, 2025

A Wealth of Common Sense | Ben Carlson

The Two Types of Money People