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, 20 August, 2026

Next Big Thing | Nikhil Basu Trivedi

Skydive

Making Connections by Jax | Jax Vullinghs

Grok Bot wins the first 15 seconds

Newcomer | Eric Newcomer

The Story of a Cap Table: OpenRouter

A Wealth of Common Sense | Ben Carlson

Why the Stock Market Has to Crash

Ian's Blog: Nominal Returns | Ian Gutterman

Accelerant Extinguishes Its Stock Listing

The Micromobility Newsletter | Team M

ALSO Raises $150M Series D 🚀

Wednesday, 19 August, 2026

Newcomer | Eric Newcomer

Is AINS the Next SaaS?

Sammy Abdullah

Controlling SaaS Churn