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, 22 May, 2026

Clouded Judgement | Jamin Ball

Clouded Judgement 5.22.26 - The Neocloud Boom

Not Boring | Packy McCormick

Weekly Dose of Optimism #194

Feld Thoughts | Brad Feld

How to Rule the World

Kenneth Auchenberg

#crazyideas at Stripe

Tomasz Tunguz | Tomasz Tunguz

Plastic User Interfaces

Tomasz Tunguz | Tomasz Tunguz

Optimizing for Decapitation

Thursday, 21 May, 2026

Next Big Thing | Nikhil Basu Trivedi

Princeton's Class of 2011

Making Connections by Jax | Jax Vullinghs

Building Worlds

A Wealth of Common Sense | Ben Carlson

Creating The Perfect Portfolio

Conor Witt | Conor Witt

The Data Tapes Edition #45