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, 28 January, 2026

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Hi-Yo Silver!

Digital Native | Rex Woodbury

Silicon Valley’s 99% Blindspot

Tanay Jaipuria | Tanay Jaipuria

Monetizing AI surfaces: Ads in the age of AI

Tomasz Tunguz | Tomasz Tunguz

A Coxswain on Your Shoulder

Tuesday, 27 January, 2026

A Wealth of Common Sense | Ben Carlson

Why This Economic Cycle is Different

Tomasz Tunguz | Tomasz Tunguz

Is Your Margin My Opportunity in Software?