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.

Monday, 20 July, 2026

Tomasz Tunguz | Tomasz Tunguz

Open Models Tack Toward the Frontier

Sunday, 19 July, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Two questions every CEO should ask about AI

Alex Lazarow | Alex Lazarow

Trailer: Tech's Other 99%

Saturday, 18 July, 2026

Friday, 17 July, 2026

A Wealth of Common Sense | Ben Carlson

How Rich Are You?