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, 08 March, 2026

Jessie Harris

Expo West 2026 Recap

A Wealth of Common Sense | Ben Carlson

How Do Higher Oil Prices Impact Stock Market Returns?

Investing in AI | Rob May

The New White Collar Moat In AI

Tomasz Tunguz | Tomasz Tunguz

Is This Tomasz's Agent?

Saturday, 07 March, 2026

Tomasz Tunguz | Tomasz Tunguz

The Sword of Damocles in Software

Friday, 06 March, 2026

A Wealth of Common Sense | Ben Carlson

Why is Private Equity Crashing?