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.

Thursday, 13 August, 2026

Tomasz Tunguz | Tomasz Tunguz

The OpenAI Hack & the Question of Intent

Tomasz Tunguz | Tomasz Tunguz

The OpenAI Hack & the Question of Intent

Wednesday, 12 August, 2026

Not Boring | Packy McCormick

Base Power Company: Chapter 3

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Depressed Day Traders

Melody Koh | Melody Koh, Partner @ NextView

Consensus by Construction

Tuesday, 11 August, 2026

Venture Upward | David Beisel

The Blue Note

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