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, 01 October, 2025

The Data Source | Priyanka Somrah

The State of Agentic Systems – September 2025

Not Boring | Packy McCormick

Thatch

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Why Retail is Outperforming

Kyle Poyar's Growth Unhinged | Kyle Poyar

A new chapter

Kyle Poyar's Growth Unhinged | Kyle Poyar

A new chapter

Digital Native | Rex Woodbury

Speculation Nation

Earnest Sweat

Mamba in the Middle

Tuesday, 30 September, 2025

makers + builders | Parul Singh

The Barbell Venture Market

Sam Altman | Sam Altman

Sora 2

A Wealth of Common Sense | Ben Carlson

Why is the Stock Market Up So Much in the 2020s?