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, 25 April, 2026

Friday, 24 April, 2026

A Wealth of Common Sense | Ben Carlson

Don’t Fight the Stock Market

Net Interest | Marc Rubinstein

Apple Turnover

99% Derisible | Yoni Rechtman

Context is the fifth primitive

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

From Scarcity To Abundance

Not Boring | Packy McCormick

Weekly Dose of Optimism #190