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.

Tuesday, 11 August, 2026

The Sociology of Business | Ana Andjelic

4 types of brand worlds

Tomasz Tunguz | Tomasz Tunguz

A Winner in Every Category

Tomasz Tunguz | Tomasz Tunguz

A Winner in Every Category

Monday, 10 August, 2026

Earnest Sweat

Distribution Is King

Arpitrage | Arpit Gupta

7. AI: A Normal Technology?

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Why Momentum Investing Works

Sunday, 09 August, 2026

A Wealth of Common Sense | Ben Carlson

Making it to New All-Time Highs