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.

Tuesday, 10 February, 2026

Tanay Jaipuria | Tanay Jaipuria

RL and The Era of Experience

Monday, 09 February, 2026

Nathan Benaich | Nathan Benaich

State of AI: February 2026 newsletter

The Sociology of Business | Ana Andjelic

Virality is dead

Meera Clark | Meera Clark, Partner @ Redpoint

The AI Inflection Point: From Software to Digital Labor

Feld Thoughts | Brad Feld

Tech I’m Obsessed With