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.

Tuesday, 23 June, 2026

Monday, 22 June, 2026

Convective Field Notes

What Stopped the Sandy Fire?

USV

Fomo

USV

Fomo

The Sociology of Business | Ana Andjelic

Tasting menu

A Wealth of Common Sense | Ben Carlson

Talk Your Book: AI Is Not a Bubble

The Micromobility Newsletter | Team M

PowerShelter x Zoomo Bring Battery Swapping to Berlin

A Wealth of Common Sense | Ben Carlson

Spotting Bubbles and Calling Tops

Tomasz Tunguz | Tomasz Tunguz

So You Want to Sell Inference