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.

Saturday, 20 June, 2026

Friday, 19 June, 2026

Feld Thoughts | Brad Feld

Read Zero Knowledge As I Write It

A Wealth of Common Sense | Ben Carlson

The K-Shaped Housing Market

Net Interest | Marc Rubinstein

The Transfer Market

99% Derisible | Yoni Rechtman

Eyes on the End Game

Not Boring | Packy McCormick

Weekly Dose of Optimism #198

Thursday, 18 June, 2026

Earnest Sweat

The Refinery Arrives

Making Connections by Jax | Jax Vullinghs

Book Recommendations

A Wealth of Common Sense | Ben Carlson

What Happens to the Stock Market When Baby Boomers Sell?

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The Federal Reserve Explained

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Frontier No More?

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