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.

Monday, 12 January, 2026

Sunday, 11 January, 2026

Investing in AI | Rob May

The Inference Land Grab Begins

Saturday, 10 January, 2026

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week...

Jessie Harris

The Resolution Rut

Not Boring | Packy McCormick

Weekly Dose of Optimism #175

Tomasz Tunguz | Tomasz Tunguz

Open APIs Are Over

Friday, 09 January, 2026

A Wealth of Common Sense | Ben Carlson

The Probability of Loss in the Stock Market