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, 10 July, 2026

Continuations | Albert Wenger

A Brief Note on the US China Strategy

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Own the Data Loop

Net Interest | Marc Rubinstein

Options for Everyone

Megan Maloney

Know Your VC

Also by Roy Bahat | Roy Bahat

How to Actually Give Away Your AI Money

Clouded Judgement | Jamin Ball

Clouded Judgement 7.10.26 - Own Your Weights

Not Boring | Packy McCormick

Weekly Dose of Optimism #201

Tomasz Tunguz | Tomasz Tunguz

Three Years In

Thursday, 09 July, 2026

Making Connections by Jax | Jax Vullinghs

An explosion in creativity

Saanya Ojha

Model Mania

Peter G Schmidt | Peter G Schmidt

How John H. McConnell Built a Steel Giant