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, 07 May, 2025

Pirate Wires | Mike Solana

Freedom of Leech

Deepwater Asset Mgmt

Google’s Golden Goose Is Ill

Kyle Poyar's Growth Unhinged | Kyle Poyar

Inside a high velocity sales-assisted GTM motion

Tomasz Tunguz | Tomasz Tunguz

An Explosive New Distribution Channel

Tuesday, 06 May, 2025

Tanay Jaipuria | Tanay Jaipuria

The AI TAM Expansion Opportunity

Making Connections by Jax | Jax Vullinghs

Engineering Trust: Building AI-Native Compliance Systems

Feld Thoughts | Brad Feld

This Week In Vibe Coding Learning

A Wealth of Common Sense | Ben Carlson

Warren Buffett on Time Horizons