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, 23 April, 2026

USV

Glif

USV

Glif

The Micromobility Newsletter | Team M

Voi-là, a Record Year on Every Metric

Tomasz Tunguz | Tomasz Tunguz

Intelligence About Business

Wednesday, 22 April, 2026

NextView VC

Feeling & Thinking

Chamath Palihapitiya | Chamath Palihapitiya

2025 Annual Letter

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Investing Isn’t Supposed to be Fun

Ian's Blog: Nominal Returns | Ian Gutterman

The Doomsday Clock Speeds Up For Cyber Underwriters