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, 10 June, 2025

Frankly Speaking | Frank Wang

Data security should be making a comeback

Scale Venture Partners

MCP is the new WWW

Venture Upward | David Beisel

Trust

Meera Clark | Meera Clark, Partner @ Redpoint

The AI Interface of Tomorrow

Stratechery

Apple Retreats

My Climate Journey | Jason Jacobs

Our Investment in Rhizome

Not Boring | Packy McCormick

Modern Magnificenza

Tomasz Tunguz | Tomasz Tunguz

Partnering with Maze Security

Monday, 09 June, 2025

Nikunj Kothari

Generated Worlds

makers + builders | Parul Singh

The AI companies that will survive the burn