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, 11 May, 2026

The Sociology of Business | Ana Andjelic

Culture is the new balance sheet

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Investing in Securitization

Tomasz Tunguz | Tomasz Tunguz

Localmaxxing

Sunday, 10 May, 2026

A Wealth of Common Sense | Ben Carlson

The Melt-Up

Saturday, 09 May, 2026

Chamath Palihapitiya | Chamath Palihapitiya

SpaceX and Anthropic 300MW Compute Partnership

Reaction Wheel | Jerry Neumann

Reactions to “We Have Learned Nothing”