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.

Friday, 08 May, 2026

Tomasz Tunguz | Tomasz Tunguz

Securing the Agentic Enterprise

Thursday, 07 May, 2026

Next Big Thing | Nikhil Basu Trivedi

Sense of Urgency

Making Connections by Jax | Jax Vullinghs

The Pursuit of Excellence

A Wealth of Common Sense | Ben Carlson

A Government Debt Crisis?

Conor Witt | Conor Witt

The Data Tapes Edition #44

The Micromobility Newsletter | Team M

The Rise and Fall of China's Bicycle Kingdom: Part 1

Tomasz Tunguz | Tomasz Tunguz

AI at Discount

Wednesday, 06 May, 2026