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, 20 February, 2025

The Sociology of Business | Ana Andjelic

Decoding NikeSkims

Opus Letter | Derek Urben

Opus 28: America Inc.

Jamesin | Jamesin Seidel

AI Engine - The Hack

Wednesday, 19 February, 2025

Excoastal | Evan Lonergan

What Happened to Excoastal?

Abhishek Maran | Abhishek Maran

Hunger is Not Enough

Conor Witt | Conor Witt

The Data Tapes Edition #16

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Life and Death

Kyle Poyar's Growth Unhinged | Kyle Poyar

The good, bad and ugly of SaaS pricing changes