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, 06 April, 2026

Sunday, 05 April, 2026

Chamath Palihapitiya | Chamath Palihapitiya

$18B in pharma deals and AI 40% trade growth

Arpitrage | Arpit Gupta

5. Finding Needles in Haystacks

Saturday, 04 April, 2026

Friday, 03 April, 2026

A Wealth of Common Sense | Ben Carlson

The Down Years

Michelle Volz | Michelle Volz

Beating China isn’t Enough