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, 24 September, 2026

A Wealth of Common Sense | Ben Carlson

Can You Be a Boglehead Tech Investor?

The Micromobility Newsletter | Team M

America's Last Mile, Vehicle by Vehicle

Earnest Sweat

Assigned But Not Read

Tomasz Tunguz | Tomasz Tunguz

Thinking in Systems, Shipping in Loops

Multicoin Capital

DeFi 2.0

Wednesday, 23 September, 2026

Nikunj Kothari

The Amplification Gap

Conor Witt | Conor Witt

The Data Tapes Edition #53

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