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.

Wednesday, 09 September, 2026

Euclid Ventures

The Sriracha Problem

Kevin Stevens

Weekend Software

Startup Hacks | Alex Iskold

On moats and barriers to entry

Melody Koh | Melody Koh, Partner @ NextView

The Third Layer

A Wealth of Common Sense | Ben Carlson

Animal Spirits: Everywhere Millionaires

Fintech Ruminations

Faster rails, same old rules

makers + builders | Parul Singh

Your Harness Is the Product

Lightspeed Venture Partners | Sebastian Duesterhoeft, Sachin Patel, Naveed Matinfar

Helping Legal Teams Own Their Intelligence: Our Series H Investment in Harvey

Tuesday, 08 September, 2026

A Wealth of Common Sense | Ben Carlson

The End of a Golden Era For Investors