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.

Thursday, 17 April, 2025

Bala Chandrasekaran

The Case for Commodity Markets

Pratyush Buddiga | Pratyush Buddiga, Chief of Staff @ Susa Ventures

Compounding Competitive Advantage, Part II: Scale Economies Shared

A Wealth of Common Sense | Ben Carlson

Investing in an Uncertain World

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Every Business is a Sales Business

Kiera Klinsky

Cracking Consumer AI

The Sociology of Business | Ana Andjelic

Soft power and other lessons

Venture Desktop | Brett Bivens

The Rise of Production Capital

Venture Prose

You Are Rare

Tomasz Tunguz | Tomasz Tunguz

Social AI

Wednesday, 16 April, 2025