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, 30 July, 2026

Conor Witt | Conor Witt

The Data Tapes Edition #50

Ian's Blog: Nominal Returns | Ian Gutterman

Nvidia Enters Financial Guarantee Insurance

David Talpalar

Supply Chain Whiplash

Tomasz Tunguz | Tomasz Tunguz

AWS's Road to a Trillion

Tomasz Tunguz | Tomasz Tunguz

AWS's Road to a Trillion

Wednesday, 29 July, 2026

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