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, 11 June, 2025

Collaborative Fund

Different Kinds of Smart

Conor Witt | Conor Witt

The Data Tapes Edition #23

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A Bubble is Coming

Tuesday, 10 June, 2025

Tanay Jaipuria | Tanay Jaipuria

Circle S-1 Breakdown

Sam Altman | Sam Altman

The Gentle Singularity

Pirate Wires | Mike Solana

DOGE: A Reckoning

A Wealth of Common Sense | Ben Carlson

The Upside of Gratitude