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, 06 February, 2026

Shruti Gandhi | Shruti Gandhi

Churn/Retention in the Era of AI

Not Boring | Packy McCormick

Weekly Dose of Optimism #179

Tomasz Tunguz | Tomasz Tunguz

How Markets Price AI Risk

Thursday, 05 February, 2026

Newcomer | Eric Newcomer

The Humanoid Robot Delusion

Feld Thoughts | Brad Feld

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