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.

Wednesday, 29 April, 2026

David Cahn

After Certainty

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Paycheck-to-Paycheck on $500,000

Melody Koh | Melody Koh, Partner @ NextView

The Build-vs-Buy Reset

Tomasz Tunguz | Tomasz Tunguz

The $112 Billion Quarter

Tomasz Tunguz | Tomasz Tunguz

Darwinian Specialization in AI

Tuesday, 28 April, 2026

Conor Witt | Conor Witt

The Data Tapes Edition #43

A Wealth of Common Sense | Ben Carlson

The Financial Crisis That Didn’t Happen

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