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, 04 October, 2026

A Wealth of Common Sense | Ben Carlson

The Biggest Risk Everyone Already Knows About

Saturday, 03 October, 2026

Net Interest | Marc Rubinstein

The Art of Doing Financial Engineering

Friday, 02 October, 2026

Earnest Sweat

The Steal

A Wealth of Common Sense | Ben Carlson

Why is Consumer Sentiment so Low?

Teddy Blank | Teddy Blank

Cluster Luck

Newcomer | Eric Newcomer

Anthropic's IPO Can't Wait Forever

Erik Torenberg

Introducing Cosign