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.

Thursday, 05 March, 2026

Wednesday, 04 March, 2026

On My Mind | Michael Dempsey

AI Safety Has 12 Months Left

Earnest Sweat

No One Knows My Name

Conor Witt | Conor Witt

The Data Tapes Edition #40

Ian's Blog: Nominal Returns | Ian Gutterman

Which Insurance Tech Solutions Are The Most Insulated From AI?

Ryan Shannon | VC @ Radical Ventures

The "Death Valley" of Building in AI

A Wealth of Common Sense | Ben Carlson

Animal Spirits: A Wave of Redemptions

Tomasz Tunguz | Tomasz Tunguz

Not Prompts, Blueprints

Tuesday, 03 March, 2026

A Wealth of Common Sense | Ben Carlson

Geopolitics vs. Markets