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.

Sunday, 01 March, 2026

Tomasz Tunguz | Tomasz Tunguz

Databricks Overtakes Snowflake

Saturday, 28 February, 2026

Friday, 27 February, 2026

Euclid Ventures

What's My Stage Again?

A Wealth of Common Sense | Ben Carlson

All of the Jobs That No Longer Exist

Point Nine News

AI Killed My SaaS