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, 03 August, 2026

Tomasz Tunguz | Tomasz Tunguz

AI is a Terrible Ghostwriter

Tomasz Tunguz | Tomasz Tunguz

AI is a Terrible Ghostwriter

Sunday, 02 August, 2026

A Wealth of Common Sense | Ben Carlson

The Biggest Risk of Rising Bond Yields

Chamath Palihapitiya | Chamath Palihapitiya

The Leverage Inside Korea’s Memory Trade

Saturday, 01 August, 2026

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