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, 05 August, 2026

A Wealth of Common Sense | Ben Carlson

Animal Spirits: When Genius Failed, Again

Tomasz Tunguz | Tomasz Tunguz

Spending Like a Hyperscaler

Tomasz Tunguz | Tomasz Tunguz

Spending Like a Hyperscaler

Tuesday, 04 August, 2026

A Wealth of Common Sense | Ben Carlson

Spending Money

Tomasz Tunguz | Tomasz Tunguz

Racing to Sustain Jevons' Paradox

Tomasz Tunguz | Tomasz Tunguz

Racing to Sustain Jevons' Paradox

Monday, 03 August, 2026

Tanay Jaipuria | Tanay Jaipuria

The Simulation Stack in Robotics

Continuations | Albert Wenger

Universal Moral Core Principle 1