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.

Tuesday, 21 April, 2026

Alfred Lin

No Defaults

Tomasz Tunguz | Tomasz Tunguz

A $10 Billion Call Option

Monday, 20 April, 2026

Jack Arenas

The Buy Window

The Micromobility Newsletter | Team M

NAVEE Debuts U.S. E-Bike Lineup