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, 21 October, 2026

Better Tomorrow Ventures

On Risk

A Wealth of Common Sense | Ben Carlson

Animal Spirits: It’s a Bloodbath

Melody Koh | Melody Koh, Partner @ NextView

The Denominator

Alumni Ventures | Alumni Ventures

Castor Ventures Portfolio Highlights

Tomasz Tunguz | Tomasz Tunguz

The GPU Revenue Ladder

Tuesday, 20 October, 2026