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.

Tuesday, 13 January, 2026

Tomasz Tunguz | Tomasz Tunguz

Eleven Steps to the Epiphany[^1]

Monday, 12 January, 2026

Kyle Poyar's Growth Unhinged | Kyle Poyar

Update: I've moved from Substack to beehiiv

The Micromobility Newsletter | Team M

Rad Power Bikes Shuts Vancouver, Florida Stores

The Sociology of Business | Ana Andjelic

The friction advantage

Sunday, 11 January, 2026