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, 05 November, 2025

Acrew Capital

Igniting Sparks

Day Zero: Always Learning | Krishna Mehra

The Power Law, Explained by a K-Pop Girl Group and a Bad Deal

Ian's Blog: Nominal Returns | Ian Gutterman

AIG M&A Strategy: Dumb & Dumber

The Sociology of Business | Ana Andjelic

Hitmakers Season 2

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Never Go All in on Stocks

Kyle Poyar's Growth Unhinged | Kyle Poyar

The compounding startup

Kyle Poyar's Growth Unhinged | Kyle Poyar

The compounding startup

Tomasz Tunguz | Tomasz Tunguz

A 1 in 15,787 Chance Blog Post