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.

Friday, 27 February, 2026

Net Interest | Marc Rubinstein

Two Tribes

Jamie Tomalin

On-device vs Cloud

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

Betty Crocker, AI, and Doing The Work

Feld Thoughts | Brad Feld

Proud Uncle Alert – Sabrina Feld

Deconstructor of Fun

Xbox's Endgame

99% Derisible | Yoni Rechtman

Don't bet against network effects

Not Boring | Packy McCormick

Weekly Dose of Optimism #182

Tomasz Tunguz | Tomasz Tunguz

The Game on the Field Has Changed

Thursday, 26 February, 2026