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.

Friday, 29 May, 2026

A Wealth of Common Sense | Ben Carlson

The Lowest Consumer Sentiment EVER

99% Derisible | Yoni Rechtman

Slow Takeoff: 2026

Net Interest | Marc Rubinstein

Strategy Follows Structure

Not Boring | Packy McCormick

Weekly Dose of Optimism #195

Tomasz Tunguz | Tomasz Tunguz

Skill Distillation

Thursday, 28 May, 2026

A Wealth of Common Sense | Ben Carlson

How to Reduce Stock Market Stress