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.

Saturday, 19 July, 2025

Kyle Harrison

Seek Sunlight

Jessie Harris

Week 7 Roundup

Friday, 18 July, 2025

A Wealth of Common Sense | Ben Carlson

What Stops This Train?

Net Interest | Marc Rubinstein

Apollo's Web

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Future of Human-Machine Interaction

99% Derisible | Yoni Rechtman

Optionality is a mind virus

Not Boring | Packy McCormick

Weekly Dose of Optimism #153