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, 14 June, 2025

Acrew Capital

Chime is Public!

Acrew Capital

Chime is Public!

Friday, 13 June, 2025

Building Rome(s) | Aadil Maan

Troubleshooting As A TPM In An AI Future

A Wealth of Common Sense | Ben Carlson

3 Charts That Will Surprise You

Feld Thoughts | Brad Feld

Steve Ballmer’s Tricks

Saanya Ojha

AI Goes Nuclear

Net Interest | Marc Rubinstein

Secret Diary of a Hedge Fund Allocator

Pirate Wires | Mike Solana

The Billboard Lawyers Coming for AI

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

AI M&A This Year Has Been 🔥

Newcomer | Eric Newcomer

AI Moguls Vie for Leadership Crown

Ian's Blog: Nominal Returns | Ian Gutterman

The Insurance Startup Funding Vacuum

99% Derisible | Yoni Rechtman

Six Themes for 2025

Not Boring | Packy McCormick

Weekly Dose of Optimism #148