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.

Friday, 20 June, 2025

Feld Thoughts | Brad Feld

LLMs Just Lie

Net Interest | Marc Rubinstein

An Athenian Odyssey

Kiera Klinsky

Saturday with Joan

99% Derisible | Yoni Rechtman

The rollups are rolling

Not Boring | Packy McCormick

Weekly Dose of Optimism #149

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: A Primer on Mag7 (Part 4)

Tomasz Tunguz | Tomasz Tunguz

Fighting for Context

Thursday, 19 June, 2025