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.

Monday, 18 May, 2026

The Sociology of Business | Ana Andjelic

Cultural derivatives

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Is the Nasdaq 100 in Another Bubble?

Tomasz Tunguz | Tomasz Tunguz

Observations on Writing with AI

Sunday, 17 May, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Cerebras IPOs, Anthropic raises, Warsh in

A Wealth of Common Sense | Ben Carlson

Is This a Bubble?

Saturday, 16 May, 2026

Kyle Harrison

Read Old Books

Not Boring | Packy McCormick

Cowboy Space Corporation

Friday, 15 May, 2026

A Wealth of Common Sense | Ben Carlson

The 4 Abilities Every Investors Needs to be Successful

On My Mind | Michael Dempsey

On Humanity & Human Beings