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.

Monday, 07 September, 2026

The Micromobility Newsletter | Team M

Lime Returns to San Marcos

Kiera Klinsky

Luck Was A Lady

A Wealth of Common Sense | Ben Carlson

Talk Your Book: AI Winners & Losers

A Wealth of Common Sense | Ben Carlson

It’s a Concentrated World

Tomasz Tunguz | Tomasz Tunguz

The Three Waves of AI Consumption

Sunday, 06 September, 2026

Chamath Palihapitiya | Chamath Palihapitiya

A Chinese Chipmaker Raised $911M

Saturday, 05 September, 2026

Feld Thoughts | Brad Feld

The Real Luxuries In Life

Continuations | Albert Wenger

Why AI Consciousness Matters

Friday, 04 September, 2026

A Wealth of Common Sense | Ben Carlson

Will Young People Ever Buy a House?