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, 04 February, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive on the 2026 Global Solar Strategy

Feld Thoughts | Brad Feld

Interview With Guy Kawasaki

Fintech Ruminations

Stablecoin Monetisation Models

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Gold’s 1987 Moment

Molly Welch

AI in 2026

Tomasz Tunguz | Tomasz Tunguz

The Other Leverage in Software & AI

Tuesday, 03 February, 2026