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, 10 August, 2026

Arpitrage | Arpit Gupta

7. AI: A Normal Technology?

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Why Momentum Investing Works

Sunday, 09 August, 2026

A Wealth of Common Sense | Ben Carlson

Making it to New All-Time Highs

Continuations | Albert Wenger

The Cost of Capital in the AGI Age

Chamath Palihapitiya | Chamath Palihapitiya

A Bitcoin Miner Switches to AI for a $4.7 Billion Lease

Jessie Harris

Buzzin' on Bubbles

Tomasz Tunguz | Tomasz Tunguz

AI Harness' ARR Multiples

Tomasz Tunguz | Tomasz Tunguz

AI Harness' ARR Multiples

Saturday, 08 August, 2026

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