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.

Monday, 29 December, 2025

Tanay Jaipuria | Tanay Jaipuria

A few themes for 2026

The Micromobility Newsletter | Team M

Bird Canada Registers Record 1.75M Rides in 2025

Building Rome(s) | Aadil Maan

🔥 48 hours left: Get 40% off Art of TPM

Tomasz Tunguz | Tomasz Tunguz

My Favorite Books of 2025

Sunday, 28 December, 2025

BIG by Matt Stoller | Matt Stoller

Open Thread: Thoughts on 2026?

A Wealth of Common Sense | Ben Carlson

The Biggest Risk in 2026

Investing in AI | Rob May

Two Big Announcements For 2026

Kevin Stevens

Best Books of 2025

Saturday, 27 December, 2025