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.

Monday, 09 February, 2026

Meera Clark | Meera Clark, Partner @ Redpoint

The AI Inflection Point: From Software to Digital Labor

Feld Thoughts | Brad Feld

Tech I’m Obsessed With

Ian's Blog: Nominal Returns | Ian Gutterman

What Investors Are Getting Wrong About The Tech Selloff

Better Tomorrow Ventures

Will Vertical AI Survive?

Arpitrage | Arpit Gupta

2. When Your AI is Lying To You

The Micromobility Newsletter | Team M

Nextbike Wins Munich Bike Contract

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Three A’s of the U.S. Economy

Tomasz Tunguz | Tomasz Tunguz

Can You Fly That Thing?

Sunday, 08 February, 2026

Kevin Stevens

January Reads

A Wealth of Common Sense | Ben Carlson

Iceberg Crashes