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, 21 January, 2026

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Small Caps Are Back

Tanay Jaipuria | Tanay Jaipuria

Two AI Lab IPOs: S-1 Breakdowns

Tomasz Tunguz | Tomasz Tunguz

When the Market Questions Relevance

Tuesday, 20 January, 2026