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, 26 March, 2025

Jamesin | Jamesin Seidel

Things I've been thinking about -

Nongaap Investing | Mike

[P] ILMN: Activist In, Chairman Out

Not Boring | Packy McCormick

Hyperlegible 001: Tina He

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Did Trump Blink?

Kyle Poyar's Growth Unhinged | Kyle Poyar

It's not brand vs. growth

Tomasz Tunguz | Tomasz Tunguz

The Price of Distinctiveness

Tuesday, 25 March, 2025

Twelve Below

Voiceops

Building Rome(s) | Aadil Maan

The Sum of All Anxieties