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.

Wednesday, 15 July, 2026

Tuesday, 14 July, 2026

A Wealth of Common Sense | Ben Carlson

The Cult of Equities

Carried Away

The Same Brain

Chamath Palihapitiya | Chamath Palihapitiya

A quick question

Michelle Volz | Michelle Volz

No Fuel, No Renaissance

Tomasz Tunguz | Tomasz Tunguz

The Harness Is the New Battleground

Monday, 13 July, 2026

Continuations | Albert Wenger

Philosophy Mondays: Progress in Physics

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