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, 13 October, 2026

Carried Away

The Coverage Math

The Sociology of Business | Ana Andjelic

The access inflation

Not Boring | Packy McCormick

Runway: Learning From Watching the World

Michael Greeley

What, Me Worry?

Who is Nnamdi? | Nnamdi Iregbulem

Valuations Need a Correction

Nnamdi Okeke | Nnamdi Iregbulem

Valuations Need a Correction

Felicis Ventures

Power Player

Monday, 12 October, 2026