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, 26 September, 2026

Friday, 25 September, 2026

A Wealth of Common Sense | Ben Carlson

Most Stocks Are Losers

Net Interest | Marc Rubinstein

The Agents Revolt

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Rise Of The Neo Neo Lab

Alex Oppenheimer

What’s Next?

Not Boring | Packy McCormick

Weekly Dose of Optimism #212

Thursday, 24 September, 2026

Making Connections by Jax | Jax Vullinghs

Natural General Intelligence

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