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, 06 June, 2026

Friday, 05 June, 2026

A Wealth of Common Sense | Ben Carlson

The AI Trade is Global

Tanay Jaipuria | Tanay Jaipuria

Towards Continual Learning

Supercruise

What Stays Human

99% Derisible | Yoni Rechtman

We're all short intelligence

Net Interest | Marc Rubinstein

When the Ducks are Quacking

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The State Of Longevity Biotech

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Your Vendor Is Your Competitor

Not Boring | Packy McCormick

Weekly Dose of Optimism #196

Tomasz Tunguz | Tomasz Tunguz

The Minimill of AI

Thursday, 04 June, 2026

Clayton Petty | Clayton Petty

The fund size is only kind of the strategy

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