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.

Friday, 04 September, 2026

Earnest Sweat

The Weird Dot

Net Interest | Marc Rubinstein

Hot European Summer

My Climate Journey | Jason Jacobs

AI Is Outgrowing the Grid

Clouded Judgement | Jamin Ball

Clouded Judgement 9.4.26 - Recurrent Depth

Not Boring | Packy McCormick

Weekly Dose of Optimism #209

makers + builders | Parul Singh

AGI, unevenly distributed

makers + builders | Parul Singh

Goodnight “Inflection Points”

Tomasz Tunguz | Tomasz Tunguz

Concrete, Silicon, & Leverage

Thursday, 03 September, 2026

A Wealth of Common Sense | Ben Carlson

How to Invest When Your Portfolio Gets Bigger

Chamath Palihapitiya | Chamath Palihapitiya

I turn 50 today...

My Climate Journey | Jason Jacobs

Our Investment in Light