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, 16 October, 2026

Erik de Stefanis | Erik de Stefanis

AI, Owning the OpCo, Who will capture the value?

General Catalyst | Jeannette zu Fürstenberg

Building Europe's Hypersonic Deterrent

Thursday, 15 October, 2026

Lightspeed Venture Partners Blog

doubleAI

A Wealth of Common Sense | Ben Carlson

Hedging the AI Trade

Simran Suri | Simran Suri

Call Your Own Plays

Meera Clark | Meera Clark, Partner @ Redpoint

Selling the Work: What Mission Bay Keeps Missing About Main Street

The Sociology of Business | Ana Andjelic

In the spotlight: Cargo Crew

Wednesday, 14 October, 2026