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, 11 February, 2026

makers + builders | Parul Singh

OpenClaw cracks the 4 minute mile

A Wealth of Common Sense | Ben Carlson

Animal Spirits: What Would You Do With $3 Million?

Who is Nnamdi? | Nnamdi Iregbulem

Tokens Aren't Fungible

Tuesday, 10 February, 2026

BIG by Matt Stoller | Matt Stoller

The Beginning of the End for Big Corporate Medicine

A Wealth of Common Sense | Ben Carlson

Markets Are Now a Beauty Contest on Steroids

Short-Formed | Anu Atluru

Franchise Thinking

Feld Thoughts | Brad Feld

Claude Code Now Posts to This Blog