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, 05 March, 2026

Making Connections by Jax | Jax Vullinghs

Building a System of Agents

A Wealth of Common Sense | Ben Carlson

Preparing Without Predicting

Not Boring | Packy McCormick

Costless Sacrifice

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Fighting Churn

The Micromobility Newsletter | Team M

London E-Scooter Trips Up 54%

Investing in AI | Rob May

NVIDIA’s Road To $10T

Feld Thoughts | Brad Feld

Hello World