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, 29 January, 2025

Kyle Poyar's Growth Unhinged | Kyle Poyar

Customers don't care about your AI feature

Madrona Ventures

Investing in StackBlitz

Tanay Jaipuria | Tanay Jaipuria

The Rise of the Agentic Workforce

Tomasz Tunguz | Tomasz Tunguz

Darwin's Finches in AI

Tuesday, 28 January, 2025

A Wealth of Common Sense | Ben Carlson

Some Things I’m Never Going To Do

Crucible Capital

Believe in Something

Termsheet | Zubair N. Paracha

List: Largest Tech Acquisitions of MENA

Termsheet | Zubair N. Paracha

List: Largest Tech Acquisitions of MENA