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.

Monday, 21 September, 2026

Saanya Ojha

Agents of Chaos

The Sociology of Business | Ana Andjelic

Post-Friction

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Price is the Ultimate Factor

Stratechery

Frontier Overhangs

Tomasz Tunguz | Tomasz Tunguz

AI Comes for the If Statement

Sunday, 20 September, 2026

A Wealth of Common Sense | Ben Carlson

The Biggest Risk to the Economy

Saturday, 19 September, 2026

Net Interest | Marc Rubinstein

Brookfield of Dreams