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, 03 June, 2026

Fred Wilson

USV Analyst 2.0

Ian's Blog: Nominal Returns | Ian Gutterman

The S&P Is Going To 10K (On The Way to 5K)

USV

Suno

USV

Suno

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Biggest Short Squeeze of All-Time

Entrepreneur First

Portfolio News | May 2026

Tomasz Tunguz | Tomasz Tunguz

Intelligence Per Dollar

Tuesday, 02 June, 2026

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