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.

Monday, 26 October, 2026

Clouded Judgement | Jamin Ball

Anthropic: Benchmarking the S-1 Data

Ian's Blog: Nominal Returns | Ian Gutterman

Insurance Stocks: The Anti-AI Trade

The Micromobility Newsletter | Team M

Lisbon Votes to Ban Shared E-Scooters 🛴

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Beyond Bonds in Retirement

A Wealth of Common Sense | Ben Carlson

What If This is the Worst Time to Retire?

Tomasz Tunguz | Tomasz Tunguz

The Third Product-Market Fit in AI

Sunday, 25 October, 2026