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, 19 August, 2026

The Sociology of Business | Ana Andjelic

Cultural liquidity

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Best Bear Case on AI

Madrona Ventures

Celebrating Highspot

Tomasz Tunguz | Tomasz Tunguz

Previously Unmanufacturable

Tomasz Tunguz | Tomasz Tunguz

Previously Unmanufacturable

Tuesday, 18 August, 2026

A Wealth of Common Sense | Ben Carlson

Getting Ahead Has Never Been Easy

Continuations | Albert Wenger

Signing the Statement on Superintelligence

On My Mind | Michael Dempsey

Dear VCs, Just Give Up