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, 14 August, 2026

Michelle Volz | Michelle Volz

To be or to do

99% Derisible | Yoni Rechtman

What capital wants

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The Next Trillion-Dollar Futures Market

Not Boring | Packy McCormick

Weekly Dose of Optimism #206

Clouded Judgement | Jamin Ball

Clouded Judgement 8.14.26 - Useful Life

Tomasz Tunguz | Tomasz Tunguz

Honestly, Who Buys SOTA?

Tomasz Tunguz | Tomasz Tunguz

Honestly, Who Buys SOTA?

Thursday, 13 August, 2026

Making Connections by Jax | Jax Vullinghs

Enjoy the Ride

Saanya Ojha

Watermark My Words

A Wealth of Common Sense | Ben Carlson

Where Housing is the Most Expensive