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, 17 March, 2026

Andy Dunn

Empire of Pain

Collaborative Fund

Significance > Success

Jack Arenas

Don't Go Full NPC

Lenny's Newsletter

How I built LennyRPG

Melody Koh | Melody Koh, Partner @ NextView

The Four Relationships with AI

Next Big Thing | Nikhil Basu Trivedi

Fuse

Tomasz Tunguz | Tomasz Tunguz

The 12x Bet on AI

Tomasz Tunguz | Tomasz Tunguz

The 12x Bet on AI

Monday, 16 March, 2026