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, 27 April, 2026

Who is Nnamdi? | Nnamdi Iregbulem

The Measurability Gap in Venture Capital

Tomasz Tunguz | Tomasz Tunguz

GPU Spot Prices Surge 114% in Six Weeks

Sunday, 26 April, 2026

Chamath Palihapitiya | Chamath Palihapitiya

SpaceX’s $60B Cursor Option

Nikunj Kothari

The Mess Is the Work

A Wealth of Common Sense | Ben Carlson

An All-Time Bull Market

Saturday, 25 April, 2026

Friday, 24 April, 2026

A Wealth of Common Sense | Ben Carlson

Don’t Fight the Stock Market