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.

Saturday, 03 May, 2025

Friday, 02 May, 2025

A Wealth of Common Sense | Ben Carlson

When Does Housing Become THE Issue?

Feld Thoughts | Brad Feld

The Cost of Passive Avoidance

Net Interest | Marc Rubinstein

The New Money Market

Notorious PLG | Zach DeWitt

Does Cursor Have a Defensible Moat?

Deepwater Asset Mgmt

Deepwater AI Summit 2025

99% Derisible | Yoni Rechtman

There are only two stages

Caitlin Bolnick

5.2.25: long-form

Not Boring | Packy McCormick

Weekly Dose of Optimism #142