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.

Thursday, 11 June, 2026

Melody Koh | Melody Koh, Partner @ NextView

The Memory Problem Isn't Retrieval

The Micromobility Newsletter | Team M

NYC DOT to Build Protected Bike Link to Brooklyn Bridge

Wednesday, 10 June, 2026

Collaborative Fund

Our Achilles Heel

Not Boring | Packy McCormick

Return on Tokens (ROT)

Emergence Capital

The AI Roll-Up Trap

Short-Formed | Anu Atluru

New Media is Insider Media

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Teflon Economy