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, 26 January, 2026

Melody Koh | Melody Koh, Partner @ NextView

The Structural Divide

Twelve Below

Barnwell Bio

The Sociology of Business | Ana Andjelic

World-building, explained

Stratechery

TSMC Risk

The Micromobility Newsletter | Team M

Bird’s Parent Company Third Lane Mobility Raises $20M

Digital Native | Rex Woodbury

Oxygen Monopolies

Tomasz Tunguz | Tomasz Tunguz

The Model T Comes to Silicon Valley

Sunday, 25 January, 2026

A Wealth of Common Sense | Ben Carlson

The Mid Life (Spending) Crisis

Kevin Stevens

Vibe Thinking