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, 18 June, 2025

Feld Thoughts | Brad Feld

We Are All Just Dust In the Wind

A Wealth of Common Sense | Ben Carlson

Animal Spirits: We Have to Talk About Sports Betting

Kyle Poyar's Growth Unhinged | Kyle Poyar

How to fight back against AI tourists

Digital Native | Rex Woodbury

The Opportunities in Consumer AI

Tomasz Tunguz | Tomasz Tunguz

DuckLake - Subsecond Latency on a Petabyte

Tuesday, 17 June, 2025