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.

Sunday, 15 March, 2026

A Wealth of Common Sense | Ben Carlson

Why Do Rich People Still Borrow Money?

The Takeoff

Jobs in Tech

Tomasz Tunguz | Tomasz Tunguz

You Are Responsible for Your Agent

Saturday, 14 March, 2026

Investing in AI | Rob May

Arista Networks: An AI Centric View

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Friday, 13 March, 2026

Net Interest | Marc Rubinstein

Redemption Day