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, 29 September, 2026

Tomasz Tunguz | Tomasz Tunguz

Segmentation Drives Market Share Wins in AI

Monday, 28 September, 2026

Nikunj Kothari

Deployment Gap

Alex Lazarow | Alex Lazarow

What We Are Backing In Health

The Micromobility Newsletter | Team M

Segway Launches Four New Vehicles in Changzhou 🚲

Not Boring | Packy McCormick

Airbound: As We May Move

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Next Generation of Income Strategies