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, 05 May, 2025

Tomasz Tunguz | Tomasz Tunguz

No Asterisk Needed

Sunday, 04 May, 2025

Generative Value | Eric Flaningam

The Hyperscalers & Risk-Adjusted AI

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

Short-Formed | Anu Atluru

THE MEDIA-MACHINE SINGULARITY

A Wealth of Common Sense | Ben Carlson

Financial Context Required

Saturday, 03 May, 2025