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, 28 May, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #22

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Most Stocks Suck

Kyle Poyar's Growth Unhinged | Kyle Poyar

You should play with vibecoding for GTM

Tomasz Tunguz | Tomasz Tunguz

A Banner Year for M&A only Five Months In

Tuesday, 27 May, 2025

A Wealth of Common Sense | Ben Carlson

When Housing Was Affordable

Feld Thoughts | Brad Feld

Give First – Table of Contents

Retail Is Alive | Rebekah Kondrat

Tariff Whiplash and the Return of the Flagship