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.

Friday, 11 September, 2026

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Is the promise of “Siri” finally here?

Net Interest | Marc Rubinstein

The Five Deals That Made Apollo

99% Derisible | Yoni Rechtman

Be dumb. Waste Money. Win.

BIG by Matt Stoller | Matt Stoller

Is Artificial Intelligence Going to Kill Us All?

Ian's Blog: Nominal Returns | Ian Gutterman

My September 11th Experience

Peter G Schmidt | Peter G Schmidt

Who Should You Pay Attention To?

Not Boring | Packy McCormick

Weekly Dose of Optimism #210

The Micromobility Newsletter | Team M

Berlin Proved “Forward Momentum”- Thank You!

Thursday, 10 September, 2026

Nikunj Kothari

Divorced from reality

A Wealth of Common Sense | Ben Carlson

A Short History of Trend-Following and Momentum

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