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, 10 July, 2025

Abhishek Maran | Abhishek Maran

Attention first, revenue when?

Tomasz Tunguz | Tomasz Tunguz

Budgeting for AI in Your Startup

Wednesday, 09 July, 2025

Better Tomorrow Ventures

Why We Invested in Layer

Lola Wajskop

Splash

Conor Witt | Conor Witt

The Data Tapes Edition #25

Uma Chalik

🧿 BODRUM

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A 25 Year Bull Market

Kyle Poyar's Growth Unhinged | Kyle Poyar

How Bolt.new hit $40M ARR in 5 months