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, 17 July, 2026

Jack Arenas

Depth Over Breadth

Jamesin | Jamesin Seidel

Make it a product.

Net Interest | Marc Rubinstein

Too Big to Succeed

99% Derisible | Yoni Rechtman

Back in the saddle

Not Boring | Packy McCormick

Weekly Dose of Optimism #202

Thursday, 16 July, 2026

A Wealth of Common Sense | Ben Carlson

Missing the Best & Worst Days in the Stock Market