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.

Sunday, 22 March, 2026

Chamath Palihapitiya | Chamath Palihapitiya

NVIDIA and the $1T AI Buildout for the Agent Era

A Wealth of Common Sense | Ben Carlson

Viral Charts

Saturday, 21 March, 2026

Friday, 20 March, 2026

Nikunj Kothari

The Pull

A Wealth of Common Sense | Ben Carlson

Ignoring the Noise is Impossible