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, 17 August, 2026

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Most Important Thing Nobody Owns

A Wealth of Common Sense | Ben Carlson

Now THIS is a Bull Market

Tomasz Tunguz | Tomasz Tunguz

When Models Learn

Tomasz Tunguz | Tomasz Tunguz

When Models Learn

Sunday, 16 August, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Anthropic’s $6B Push to Lower AI Costs

Investing in AI | Rob May

Is There An Inference Glut Coming?

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