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, 30 October, 2026

Net Interest | Marc Rubinstein

Follow the Money

Stratechery

At Long Last…

Not Boring | Packy McCormick

Weekly Dose of Optimism #217

99% Derisible | Yoni Rechtman

Our 2026 LP Meeting

Thursday, 29 October, 2026

Earnest Sweat

Forty Line Items

A Wealth of Common Sense | Ben Carlson

Is Buying a House Now a Bad Investment?

The Micromobility Newsletter | Team M

Voi Hits 2M Rides in its First Year in Glasgow 📈