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, 29 January, 2025

On My Mind | Michael Dempsey

Boredom, Chaos, & the Experimental Curve

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Your Budget Sucks

Kyle Poyar's Growth Unhinged | Kyle Poyar

Customers don't care about your AI feature

Madrona Ventures

Investing in StackBlitz

Tanay Jaipuria | Tanay Jaipuria

The Rise of the Agentic Workforce

Tomasz Tunguz | Tomasz Tunguz

Darwin's Finches in AI

Tuesday, 28 January, 2025