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, 28 October, 2026

Multicoin Capital

Rebundling Credit

Tomasz Tunguz | Tomasz Tunguz

Beyond Automation at OpenAI

Tuesday, 27 October, 2026

A Wealth of Common Sense | Ben Carlson

Why Smart People Make Dumb Decisions

The Sociology of Business | Ana Andjelic

Hitmakers, Season 3

Ian's Blog: Nominal Returns | Ian Gutterman

Why Trump Wants To Lose The Midterms