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, 13 November, 2025

Wednesday, 12 November, 2025

Alfred Lin

Our Sequoia

Alfred Lin

Our Sequoia

My Climate Journey | Jason Jacobs

Our Investment in Circularity Fuels

Scale Venture Partners

Announcing our investment in GC AI