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.

Wednesday, 14 October, 2026

Eclipse Capital

Starting From Scratch

Lightspeed Venture Partners | Aaron Frank and Kat Zhang

Twelve systems, one company, founders from both sides of the table

Lightspeed Venture Partners | Tal Morgenstern

AI for the Real Economy: Our Series A in Zenzap

Tuesday, 13 October, 2026

Tanay Jaipuria | Tanay Jaipuria

The Rise of DeployCos

A Wealth of Common Sense | Ben Carlson

Is It Time to Rebalance Your Portfolio?

Tomasz Tunguz | Tomasz Tunguz

Price War in the Chip Aisle

Tomasz Tunguz | Tomasz Tunguz

The Theory 2026 AI Survey Results