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, 28 May, 2025

SciFi VC | Alex Hartz

Product Manager @ SciFi VC

Kasra Khadem

Coming soon

Not Boring | Packy McCormick

Wander: Deeper Dive

Greylock News

Welcome, Howard Ting!

Conor Witt | Conor Witt

The Data Tapes Edition #22

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Most Stocks Suck

Kyle Poyar's Growth Unhinged | Kyle Poyar

You should play with vibecoding for GTM

Tomasz Tunguz | Tomasz Tunguz

A Banner Year for M&A only Five Months In

Tuesday, 27 May, 2025