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, 24 April, 2026

Earnest Sweat

Prep Time

Tomasz Tunguz | Tomasz Tunguz

Competitive Strategy in the Age of AI

Thursday, 23 April, 2026

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #28: Building Context

All The Fintech | Charley Ma

You Wouldn't Fire Your Best Employee

A Wealth of Common Sense | Ben Carlson

How Do Your Retire at 55?

Not Boring | Packy McCormick

The Great Blue Frontier

USV

Glif

USV

Glif

The Micromobility Newsletter | Team M

Voi-là, a Record Year on Every Metric