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.

Monday, 05 October, 2026

Felicis Ventures | Peter Deng, Tobi Coker

Search In the Age of Agents

The Sociology of Business | Ana Andjelic

Merch Guide is out. Here’s who gets it right

The Micromobility Newsletter | Team M

NYC Upgrades Bike Access as Cycling Surges 112% 📈

Founder Collective | Micah Rosenbloom

"Is AI a Bubble or Not?" Is the Wrong Question

Sapphire Ventures | Anders Ranum, Jai Das, Adam Liu, Jasmine Yang

The Real-Time Inference Layer Powering World Models: Why We're Thrilled to Back Reactor

Sunday, 04 October, 2026