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, 08 June, 2026

Coin Labs | Don Richard

On Product Judgment

Alfred Lin

The Last 10%

Sunday, 07 June, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Counterfeit Bug in Zcash found via Opus 4.8

A Wealth of Common Sense | Ben Carlson

Young People Like Stocks

Tomasz Tunguz | Tomasz Tunguz

The Substitution Wave in AI

Saturday, 06 June, 2026

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