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.

Friday, 07 November, 2025

Not Boring | Packy McCormick

Weekly Dose of Optimism #169

Thursday, 06 November, 2025

Generative Value | Eric Flaningam

Thoughts on the Hyperscalers (Q3 '25 Update)

Making Connections by Jax | Jax Vullinghs

Why category leaders compound

A Wealth of Common Sense | Ben Carlson

Is Now the Time to Go All-In on Tech Stocks?

My Climate Journey | Jason Jacobs

Our Investment in Reservoir