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, 13 July, 2026

Tomasz Tunguz | Tomasz Tunguz

The AI Colander

Sunday, 12 July, 2026

A Wealth of Common Sense | Ben Carlson

Momentum Stocks

Making Connections by Jax | Jax Vullinghs

Fifty Failures a Day

Chamath Palihapitiya | Chamath Palihapitiya

What I read this week...

Saturday, 11 July, 2026

Kyle Harrison

Rat's Nest Problems

Montage Sequence | Sriram Krishnan

The Odyssey

Montage Sequence | Sriram Krishnan

Back to writing

Friday, 10 July, 2026

A Wealth of Common Sense | Ben Carlson

10 Reasons to be Bearish