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, 01 September, 2026

A Wealth of Common Sense | Ben Carlson

14 Questions I’m Thinking About

Ian's Blog: Nominal Returns | Ian Gutterman

The Time Value of Money, Revisited

Carried Away

Three Beach Minimum

Monday, 31 August, 2026

Tanay Jaipuria | Tanay Jaipuria

How Matic got robots into 10,000 homes

Nikunj Kothari

The New Valley

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