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, 30 October, 2025

Tomasz Tunguz | Tomasz Tunguz

$555B of Cloud Spend

Wednesday, 29 October, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #33

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Never Pay Off Your Mortgage