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, 21 May, 2026

The Micromobility Newsletter | Team M

China’s 1 Billion Ride Revolution

Peter G Schmidt | Peter G Schmidt

Building a Playbook

Evan O'Donnell

Below the Waterline

Wednesday, 20 May, 2026

Joe Lonsdale

Horseshoe Jacobins