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, 11 April, 2026

Tomasz Tunguz | Tomasz Tunguz

The Jagged Frontier of AI Security

Friday, 10 April, 2026

Sam Altman | Sam Altman

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Saanya Ojha

Claude Control

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Price of Tokenmaxxing

Alex Lazarow | Alex Lazarow

Never a Good Moment

Net Interest | Marc Rubinstein

Shuffling Risk

99% Derisible | Yoni Rechtman

Don't ask the group chat for permission

Ian's Blog: Nominal Returns | Ian Gutterman

What Everyone Is Getting Wrong About Brokers and AI