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.

Tuesday, 13 January, 2026

Lateral Thinking | Marco Demeireles

Turning Consensus

A Wealth of Common Sense | Ben Carlson

Updating My Favorite Performance Chart For 2025

Andrew Ziperski

In Defense of Buybacks

Apoorv's notes

2026 Predictions!

Apoorv's notes

2026 Predictions!

Digital Native | Rex Woodbury

The Year of Invisible AI