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, 14 August, 2025

Better Tomorrow Ventures

2Q25 Newsletter

The Data Source | Priyanka Somrah

The State of Agentic Systems – July 2025

Feld Thoughts | Brad Feld

We’ll Make Great Pets

The Sociology of Business | Ana Andjelic

Growth by design

Brian Sugar

Superman Syndrome

Wednesday, 13 August, 2025

Nikunj Kothari

Earn the right

makers + builders | Parul Singh

What are non-consensus bets in the AI era?