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, 04 February, 2026

Tomasz Tunguz | Tomasz Tunguz

The Other Leverage in Software & AI

Tuesday, 03 February, 2026

A Wealth of Common Sense | Ben Carlson

Why I’m Not Worried About a Weaker Dollar

Not Boring | Packy McCormick

Raising a Special Little AI

Fred Wilson

Vibe Alignment