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.

Monday, 04 May, 2026

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Animal Spirits Live with F/m Investments

Nathan Benaich | Nathan Benaich

State of AI: May 2026

Sunday, 03 May, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Meta Reserves 1 GW of Space Solar

Jessie Harris

Liquid Luxury

A Wealth of Common Sense | Ben Carlson

Higher Gas Prices

Tomasz Tunguz | Tomasz Tunguz

All the AI You Need for 8 Ads per Day

Saturday, 02 May, 2026

Kyle Harrison

The Anduril Thesis

Friday, 01 May, 2026

NextView VC

After the Wire

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