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, 12 November, 2026

Wednesday, 11 November, 2026

Peter G Schmidt | Peter G Schmidt

Episode 7: Duolingo

Not Boring | Packy McCormick

Of Miracles and Moats

A Wealth of Common Sense | Ben Carlson

Animal Spirits: What the Hell Just Happened?!

Tuesday, 10 November, 2026

Carried Away

Diligence Theater

A Wealth of Common Sense | Ben Carlson

This is Why You Need a Plan