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.

Wednesday, 18 March, 2026

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Perfect Price of Oil

Tomasz Tunguz | Tomasz Tunguz

The Robotic Tortoise & the Robotic Hare

Tuesday, 17 March, 2026

A Wealth of Common Sense | Ben Carlson

An Asset-Liability Mismatch

Deconstructor of Fun

GDC 2025 POST-MORTEM

Andy Dunn

Empire of Pain

Collaborative Fund

Significance > Success

Jack Arenas

Don't Go Full NPC