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, 30 April, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #21

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Most Confusing Rally of All Time

Kyle Poyar's Growth Unhinged | Kyle Poyar

Growing a passion project to $300k ARR with a $0 CAC

Tuesday, 29 April, 2025

Nikunj Kothari

Fork this

Frankly Speaking | Frank Wang

Most security tools are too theoretical