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, 05 February, 2026

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #20: Becoming MCP Native

A Wealth of Common Sense | Ben Carlson

Investing a Lump Sum of Cash in This Market

Termsheet | Zubair N. Paracha

2025: MENA Public Tech, by the Numbers

Ian's Blog: Nominal Returns | Ian Gutterman

Debunking Super Bowl Quarterback Myths

The Micromobility Newsletter | Team M

The 60 Year Ride to Shared E-Bikes

Tomasz Tunguz | Tomasz Tunguz

Google's 52x AI Growth

Wednesday, 04 February, 2026