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.

Sunday, 21 December, 2025

Saturday, 20 December, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Kyle Harrison

2025 in Books

Andrew Ziperski

Tech’s Flat Earthers

Jessie Harris

Week 29 Roundup

Friday, 19 December, 2025

A Wealth of Common Sense | Ben Carlson

Concentrate to Get Rich (or Poor)

Jack Arenas

People Over Logos