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.

Thursday, 08 October, 2026

Multicoin Capital

Compute Capital Markets

Wednesday, 07 October, 2026

Lateral Thinking | Marco Demeireles

Undercovered

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Sudden Wealth Syndrome

Tomasz Tunguz | Tomasz Tunguz

A Change in AI Strategy

Tuesday, 06 October, 2026

A Wealth of Common Sense | Ben Carlson

The Rich Are Getting Richer. So Is Everyone Else