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.

Wednesday, 25 February, 2026

Andrew Ziperski

Capital as a Weapon

The Sociology of Business | Ana Andjelic

The umami experience

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Everyone Hates AI

Minutes

Jump Ball

Tomasz Tunguz | Tomasz Tunguz

Why Saudi Aramco Isn't a Proxy for SpaceX

Tuesday, 24 February, 2026

A Wealth of Common Sense | Ben Carlson

Optimsim is an Investment Strategy