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.
Over 800 VCs and industry analysts actively write about opportunities in the startup world. We round-up and highlight their work.
Tuesday, 10 November, 2026
Ansa | Marco DeMeireles, Josh Chin
Why We Invested in Lumbra: Bringing AI Agents to High-Consequence Environments
Sapphire Ventures | Jai Das, Cathy Gao, Adrian Kania, Ishan Gill
The Expertise Layer Powering AI's Next Frontier: Why We're Backing Mercor
Bain Capital Ventures | Matt Harris
Superpowered Customer Part II: How the death of customer inertia will prompt upheaval
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