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.

Thursday, 10 April, 2025

Virtual Elena | Elena Burger

The Long Way Home

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Tombstone

Sequoia

AI 50 2025

The Sociology of Business | Ana Andjelic

The Thrill Of The New, The Timidity Of The Old

Wednesday, 09 April, 2025

Shravan Narayen | Shravan Narayen

Versus

Frankly Speaking | Frank Wang

How AI will reshape the security market