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, 09 May, 2026

Reaction Wheel | Jerry Neumann

Reactions to “We Have Learned Nothing”

Point Nine News

How AI-pilled Are You?

Friday, 08 May, 2026

A Wealth of Common Sense | Ben Carlson

Why Are Hedge Fund Managers Always Bearish?

99% Derisible | Yoni Rechtman

Slop 'em up

Net Interest | Marc Rubinstein

Bye the Index

Fintech Ruminations

The long road to $1 on-chain

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Vibe Coding Hangover

Not Boring | Packy McCormick

Weekly Dose of Optimism #192

SandHillFeedsDigest archiveSubmit a feedTracking 800+ Feeds Daily