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, 31 March, 2026

Jared Hecht

Storytelling

Deconstructor of Fun

The Making of Match 3D

Collaborative Fund

WHOOP

Peter G Schmidt | Peter G Schmidt

Episode 2: TQL - Just Win, Baby

Tomasz Tunguz | Tomasz Tunguz

Marketing in the Agentic Era

Monday, 30 March, 2026

Jared Hecht

Things I Like

Tanay Jaipuria | Tanay Jaipuria

AI Applications and Vertical Integration