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, 06 July, 2026

A Wealth of Common Sense | Ben Carlson

The Mag 7 is Losing?

Tomasz Tunguz | Tomasz Tunguz

AI Worldviews

Sunday, 05 July, 2026

Chamath Palihapitiya | Chamath Palihapitiya

The sovereign AI trade

Investing in AI | Rob May

The New Whitespace in AI

Saturday, 04 July, 2026

Continuations | Albert Wenger

Happy 250th Anniversary, America!

Friday, 03 July, 2026

Net Interest | Marc Rubinstein

Stretch Marks

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