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.

Tuesday, 24 June, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

A Wealth of Common Sense | Ben Carlson

How to Make Money in Real Estate

Frankly Speaking | Frank Wang

A letter to security vendors

Fakepixels | Tina He

Returning to Pace

Generative Value | Eric Flaningam

Meta's AI Strategy

Not Boring | Packy McCormick

Capital Intensity Isn't Bad