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, 02 July, 2025

Tomasz Tunguz | Tomasz Tunguz

Figma's S-1: A PLG Powerhouse

Tuesday, 01 July, 2025

Commerce Ventures

Agentic Commerce is Here

Not Boring | Packy McCormick

The Great Differentiation

Akash Bajwa

The State Of MCP