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, 18 February, 2026

Brian Sugar

Point It Downhill

Feld Thoughts | Brad Feld

Venture Deals Spring 2026 Course

A Wealth of Common Sense | Ben Carlson

The Ex-U.S. Trade is Working

Investing in AI | Rob May

An AI Analysis of Zeta Global

Not Boring | Packy McCormick

Power in the Age of Intelligence

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Is AI a Mistake?

Tuesday, 17 February, 2026