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, 09 January, 2026

Not Boring | Packy McCormick

a16z: The Power Brokers

Net Interest | Marc Rubinstein

Financing the AI Boom 2

99% Derisible | Yoni Rechtman

The second-order effects of AI

Shruti Gandhi | Shruti Gandhi

[ARRAY VC] 15 AI Bets for 2026

Tomasz Tunguz | Tomasz Tunguz

Trajectory

Thursday, 08 January, 2026

The Micromobility Newsletter | Team M

Mapping Shared Micromobility M&A Deals