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.

Thursday, 12 March, 2026

The Micromobility Newsletter | Team M

12.9M Reasons Why Chicago Got Micromobility Right

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: The First Voluntary Population Crisis in History

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Pricing in the Age of AI

Feld Thoughts | Brad Feld

The Looking Glass Musubi

Tomasz Tunguz | Tomasz Tunguz

One Billion Lost Packages

Wednesday, 11 March, 2026

A Wealth of Common Sense | Ben Carlson

Are We Due For a Correction?

The Sociology of Business | Ana Andjelic

What happened to luxury?