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, 24 September, 2026

The Micromobility Newsletter | Team M

America's Last Mile, Vehicle by Vehicle

Earnest Sweat

Assigned But Not Read

Tomasz Tunguz | Tomasz Tunguz

Thinking in Systems, Shipping in Loops

Multicoin Capital

DeFi 2.0

Wednesday, 23 September, 2026

Nikunj Kothari

The Amplification Gap

Lightspeed Venture Partners Blog

Anatomy

Lightspeed Venture Partners Blog

Callum King

Lightspeed Venture Partners Blog

Sasha King

Conor Witt | Conor Witt

The Data Tapes Edition #53