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, 07 May, 2025

Tomasz Tunguz | Tomasz Tunguz

An Explosive New Distribution Channel

Tuesday, 06 May, 2025

Tanay Jaipuria | Tanay Jaipuria

The AI TAM Expansion Opportunity

Making Connections by Jax | Jax Vullinghs

Engineering Trust: Building AI-Native Compliance Systems

Feld Thoughts | Brad Feld

This Week In Vibe Coding Learning

A Wealth of Common Sense | Ben Carlson

Warren Buffett on Time Horizons

Venture Upward | David Beisel

Getting Passed

Frankly Speaking | Frank Wang

Why Security Needs to Get Smarter About AI

Better Tomorrow Ventures

Agree on TechCrunch

Nongaap Investing | Mike

[P] HUBS: CiC Returns Management