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.

Tuesday, 17 March, 2026

Next Big Thing | Nikhil Basu Trivedi

Fuse

Tomasz Tunguz | Tomasz Tunguz

The 12x Bet on AI

Tomasz Tunguz | Tomasz Tunguz

The 12x Bet on AI

Monday, 16 March, 2026

The Sociology of Business | Ana Andjelic

The rise of the creative studio restaurant

A Wealth of Common Sense | Ben Carlson

Talk Your Book: After-Tax Alpha

Sunday, 15 March, 2026