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.

Friday, 20 March, 2026

99% Derisible | Yoni Rechtman

Agency, not agents.

Clouded Judgement | Jamin Ball

Clouded Judgement 3.20.26 - Digital Twins

Not Boring | Packy McCormick

Weekly Dose of Optimism #185

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #24: Hackathon

Tomasz Tunguz | Tomasz Tunguz

The Pricing Power of Agents

Thursday, 19 March, 2026

A Wealth of Common Sense | Ben Carlson

The Worst Asset Class For the Next 5 Years

Memory Leak

Rocket Fuel for AI

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: Prediction Markets

Not Boring | Packy McCormick

World Models: Computing the Uncomputable