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, 12 February, 2026

Making Connections by Jax | Jax Vullinghs

Coworking at Airtree

A Wealth of Common Sense | Ben Carlson

Updating My Too Hard Pile

Next Big Thing | Nikhil Basu Trivedi

Levels of greatness

Sammy Abdullah

SaaS Burn Prior to IPO

Day by Jay | Jackie DiMonte

SaaS Was Never About the Software

David Talpalar

Various Musings

Better Tomorrow Ventures

4Q25 Newsletter

Kanyi Maqubela

Bubbles and Balloons

Wednesday, 11 February, 2026