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, 07 August, 2026

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Every Sector Will Have a ‘Claude Code Moment'

99% Derisible | Yoni Rechtman

No revenue is enough revenue

Clouded Judgement | Jamin Ball

Clouded Judgement 8.7.26 - Custom Tokens

Not Boring | Packy McCormick

Weekly Dose of Optimism #205

Tomasz Tunguz | Tomasz Tunguz

The Secret Chat Room

Tomasz Tunguz | Tomasz Tunguz

The Secret Chat Room

Thursday, 06 August, 2026

A Wealth of Common Sense | Ben Carlson

Investing is a Game of Survival

Ian's Blog: Nominal Returns | Ian Gutterman

Situationally Aware, Permanent Blind Spot

Shruti Gandhi | Shruti Gandhi

HappyRobot, Sapiom, and Agency