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, 19 February, 2025

Conor Witt | Conor Witt

The Data Tapes Edition #16

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Life and Death

Kyle Poyar's Growth Unhinged | Kyle Poyar

The good, bad and ugly of SaaS pricing changes

Tanay Jaipuria | Tanay Jaipuria

A few charts on where AI adoption is going

Tuesday, 18 February, 2025

Frankly Speaking | Frank Wang

How the AI security space will evolve

Pirate Wires | Mike Solana

Harnessing the Breath of Life