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, 24 August, 2026

The Micromobility Newsletter | Team M

LIME’s Marketcap is at $2.6B, Stock up 58% 🚀

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Alternative to Alternatives

Antler

Synthium

Tomasz Tunguz | Tomasz Tunguz

How Long Should an AI Agent Live?

Tomasz Tunguz | Tomasz Tunguz

How Long Should an AI Agent Live?

Sunday, 23 August, 2026

Chamath Palihapitiya | Chamath Palihapitiya

Bitcoin’s Best Week Since 2024

A Wealth of Common Sense | Ben Carlson

The Most Hated Asset Class in the World

Tomasz Tunguz | Tomasz Tunguz

The AI Bullwhip

Tomasz Tunguz | Tomasz Tunguz

The AI Bullwhip

Saturday, 22 August, 2026

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