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.

Friday, 16 January, 2026

BIG by Matt Stoller | Matt Stoller

Will Google Become Our AI-Powered Central Planner?

Tomasz Tunguz | Tomasz Tunguz

Software That Debugs Itself While I Sleep

Thursday, 15 January, 2026

Collaborative Fund

The Power of Constraints

The Micromobility Newsletter | Team M

Dance Revenue Jumps 29% to €8M in 2024

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #18: Automating

A Wealth of Common Sense | Ben Carlson

Why Are Credit Card Rates So High?

Janelle Teng

2026 Predictions