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, 18 April, 2026

Friday, 17 April, 2026

A Wealth of Common Sense | Ben Carlson

Everything is Faster Now

Net Interest | Marc Rubinstein

Defying the Surveys

99% Derisible | Yoni Rechtman

All you need is terminal value

Not Boring | Packy McCormick

Weekly Dose of Optimism #189

Jamesin | Jamesin Seidel

Validating a GitHub Old Wives' Tale