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, 08 September, 2026

Not Boring | Packy McCormick

Everyone is Reading Lonesome Dove

Lightspeed Venture Partners | Antoine Moyroud, James Ephrati

From First Check to the Global Stage: Our Continued Partnership with Mistral

Lightspeed Venture Partners | Ravi Mhatre, Guru Chahal

Our Investment in Cylake

Sapphire Ventures

AI (In)Security

Jump Capital | Yelena Shkolnik

The Center Cannot Hold

Monday, 07 September, 2026

Continuations | Albert Wenger

Philosophy Mondays: The Last Labor Day

The Micromobility Newsletter | Team M

Lime Returns to San Marcos

Kiera Klinsky

Luck Was A Lady

A Wealth of Common Sense | Ben Carlson

Talk Your Book: AI Winners & Losers

A Wealth of Common Sense | Ben Carlson

It’s a Concentrated World

Tomasz Tunguz | Tomasz Tunguz

The Three Waves of AI Consumption

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