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.

Monday, 19 May, 2025

Termsheet | Zubair N. Paracha

Exclusive: Inside STV's $100M AI bet

Sunday, 18 May, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

A Wealth of Common Sense | Ben Carlson

Some Things I’ll Never Spend Money On

Tomasz Tunguz | Tomasz Tunguz

How AI Redefines User Experience

Saturday, 17 May, 2025

Friday, 16 May, 2025

A Wealth of Common Sense | Ben Carlson

The Sunk Costs of Market Timing

Caitlin Bolnick

5.16.25