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.

Tuesday, 17 February, 2026

Climate Tech VC

🌎 FEOC in focus #283

A Wealth of Common Sense | Ben Carlson

Some Things That Didn’t Happen

Ian's Blog: Nominal Returns | Ian Gutterman

The AI Risk For Insurance Brokers…Part I

Melody Koh | Melody Koh, Partner @ NextView

The Snapshot Problem

Stratechery

Thin Is In