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, 15 April, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The 60 Critical Minerals That Power the Modern World

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Everyone Back in the Boat

Melody Koh | Melody Koh, Partner @ NextView

The Judgment Layer

Tuesday, 14 April, 2026

Short-Formed | Anu Atluru

The Season Finale of TBPN

A Wealth of Common Sense | Ben Carlson

Tops and Bottoms