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, 29 January, 2026

South Park Commons

Ten Years of SPC

Chamath Palihapitiya | Chamath Palihapitiya

What Can Quantum Computers Actually Do

Euclid Ventures

The Fundability Trap

Melody Koh | Melody Koh, Partner @ NextView

The Confidence Gap

A Wealth of Common Sense | Ben Carlson

Is Diversification Finally Working Again?

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - 3 Interviews Is Plenty

The Micromobility Newsletter | Team M

London Part 2: The Regulatory and Operator Landscape

Tomasz Tunguz | Tomasz Tunguz

$281b From One Customer

Wednesday, 28 January, 2026