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, 25 March, 2026

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Best Stocks in History

Feld Thoughts | Brad Feld

Quality

Tuesday, 24 March, 2026

A Wealth of Common Sense | Ben Carlson

A Short History of Stock Market Pullbacks

Alex Lazarow | Alex Lazarow

Announcing The Fluent Geo Alpha Prize

Continuations | Albert Wenger

AI Bubble or Not?

Newcomer | Eric Newcomer

The Trials of Satya Nadella