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, 16 August, 2026

Saturday, 15 August, 2026

Friday, 14 August, 2026

A Wealth of Common Sense | Ben Carlson

How Often Should You Check Your Portfolio?

Conor Witt | Conor Witt

The Data Tapes Edition #51

Net Interest | Marc Rubinstein

Financing the AI Boom 3

Michelle Volz | Michelle Volz

To be or to do

99% Derisible | Yoni Rechtman

What capital wants

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The Next Trillion-Dollar Futures Market

Not Boring | Packy McCormick

Weekly Dose of Optimism #206

Clouded Judgement | Jamin Ball

Clouded Judgement 8.14.26 - Useful Life

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