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, 27 August, 2026

Phin Barnes

Natural Value

Tomasz Tunguz | Tomasz Tunguz

Revenue per Megawatt & The AI Model Factory

Wednesday, 26 August, 2026

Lowercarbon

Cleanup, Inc.