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, 18 September, 2026

Thursday, 17 September, 2026

Making Connections by Jax | Jax Vullinghs

Own the Harness, Rent the Model

Earnest Sweat

Pull Up Your Calendar

Lightspeed Venture Partners Blog

What It Actually Takes to Replace a Legacy ERP

Lightspeed Venture Partners Blog

Cylake

Tomasz Tunguz | Tomasz Tunguz

The Harness Margin Opportunity

Wednesday, 16 September, 2026

Alex Lazarow | Alex Lazarow

Five Things Bill Draper Taught Me