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.

Sunday, 02 August, 2026

Saturday, 01 August, 2026

A Wealth of Common Sense | Ben Carlson

Why I Love the Stock Market

Friday, 31 July, 2026

Nikunj Kothari

Mode Push

Saanya Ojha

Prime Time for AWS

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: Autonomous Driving

99% Derisible | Yoni Rechtman

Get rid of 90 day windows

Clouded Judgement | Jamin Ball

Clouded Judgement 7.31.26 - AWS CapEx ROI