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, 10 April, 2026

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

The Price of Tokenmaxxing

Alex Lazarow | Alex Lazarow

Never a Good Moment

Net Interest | Marc Rubinstein

Shuffling Risk

99% Derisible | Yoni Rechtman

Don't ask the group chat for permission

Ian's Blog: Nominal Returns | Ian Gutterman

What Everyone Is Getting Wrong About Brokers and AI

Not Boring | Packy McCormick

Weekly Dose of Optimism #188

A Wealth of Common Sense | Ben Carlson

The Business of Life is the Acquisition of Memories

Tomasz Tunguz | Tomasz Tunguz

Founders, Equip Your Agents

Thursday, 09 April, 2026

Equal Ventures

F*ck Abundance

Investing in AI | Rob May

CRDO As An AI Play