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, 24 October, 2026

Friday, 23 October, 2026

NextView VC

The Coverage Math

A Wealth of Common Sense | Ben Carlson

Markets Are Always Different This Time

Net Interest | Marc Rubinstein

Capital Wars

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Why Is Every AI Data Company On 🔥?

99% Derisible | Yoni Rechtman

Data-native capital is coming

Earnest Sweat

In It, Not Of It

Not Boring | Packy McCormick

Weekly Dose of Optimism #216