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.

Saturday, 19 September, 2026

Fintech Ruminations

Faster rails, same old rules

Friday, 18 September, 2026

Peter G Schmidt | Peter G Schmidt

Talent Is Everywhere, Including Columbus, Indiana

Stratechery

Doomforce

A Wealth of Common Sense | Ben Carlson

5% Bond Yields

BIG by Matt Stoller | Matt Stoller

AI Is an Elite Crime Spree

Jamesin | Jamesin Seidel

Another Instinct Article

Not Boring | Packy McCormick

Weekly Dose of Optimism #211