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.

Sunday, 08 February, 2026

Next Big Thing | Nikhil Basu Trivedi

The feature backlog has gone *poof*

Saturday, 07 February, 2026

Continuations | Albert Wenger

Automated Software: Some Implications

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week

Jessie Harris

The Golden Age of CPG

Friday, 06 February, 2026

Melody Koh | Melody Koh, Partner @ NextView

The Trust-Utility Curve

A Wealth of Common Sense | Ben Carlson

Some Things I’ve Been Wrong About

Net Interest | Marc Rubinstein

Excel Forever

My Climate Journey | Jason Jacobs

Why Climate Jobs Aren't Enough Anymore