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

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

Feld Thoughts | Brad Feld

Is AI Just Software?

Radical VC

Is AI Creative?

Grant Gregory

Water is Life

Ian's Blog: Nominal Returns | Ian Gutterman

Filling The Insurance Vacuum

The Micromobility Newsletter | Team M

Lime IPO?

The Sociology of Business | Ana Andjelic

How to choose the right merch strategy

A Wealth of Common Sense | Ben Carlson

Talk Your Book: What Even Is Infrastructure?