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.

Friday, 13 February, 2026

Chamath Palihapitiya | Chamath Palihapitiya

A Deep Dive on Neuralink

Euclid Ventures

Who Gets to Eat?

Net Interest | Marc Rubinstein

The Ackman Complex

Youssef Kalad

Rotten Roots

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Price Is Wrong

Saanya Ojha

Gemini Goes Deep

Clouded Judgement | Jamin Ball

Clouded Judgement 2.13.26 - Build vs Buy

Not Boring | Packy McCormick

Weekly Dose of Optimism #180

Investing in AI | Rob May

Visa: Using AI To Defend Their Moat

Digital Native | Rex Woodbury

5,127 Layers

Tomasz Tunguz | Tomasz Tunguz

The 2026 Rotation

Thursday, 12 February, 2026