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, 19 February, 2026

Tomasz Tunguz | Tomasz Tunguz

A Third, A Third, A Surprising Third

Tomasz Tunguz | Tomasz Tunguz

9 Observations from Building with AI Agents

Wednesday, 18 February, 2026