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, 02 October, 2026

99% Derisible | Yoni Rechtman

Do you know a guy?

Not Boring | Packy McCormick

Weekly Dose of Optimism #213

Tomasz Tunguz | Tomasz Tunguz

Do We Grow Software or Do We Design It?

Thursday, 01 October, 2026

Making Connections by Jax | Jax Vullinghs

The next AI training ground is a laboratory

Earnest Sweat

Blue Cars

Jamesin | Jamesin Seidel

Poker.

Lightspeed Venture Partners Blog

Steven Munsie