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.

Saturday, 31 January, 2026

Jessie Harris

Popular Peptides

Friday, 30 January, 2026

A Wealth of Common Sense | Ben Carlson

Housing Price Inflation

Net Interest | Marc Rubinstein

Secondaries Rising

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Traditional AdTech is Dead. Long Live AdTech For AI 📣

Not Boring | Packy McCormick

Weekly Dose of Optimism #178

Thursday, 29 January, 2026

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #19: Studio Launch