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, 18 January, 2026

Kevin Stevens

The Checklist Fallacy

Saturday, 17 January, 2026

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Jessie Harris

A Moment for MAHA

Not Boring | Packy McCormick

Weekly Dose of Optimism #176

Friday, 16 January, 2026

Nikunj Kothari

Time Expansion

A Wealth of Common Sense | Ben Carlson

How to Fix the Housing Market

Net Interest | Marc Rubinstein

Trump Cards

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

AI and the Front Door to Healthcare 🏥