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.

Thursday, 20 August, 2026

Ian's Blog: Nominal Returns | Ian Gutterman

Accelerant Extinguishes Its Stock Listing

The Micromobility Newsletter | Team M

ALSO Raises $150M Series D πŸš€

Wednesday, 19 August, 2026

Newcomer | Eric Newcomer

Is AINS the Next SaaS?

Sammy Abdullah

Controlling SaaS Churn

The Sociology of Business | Ana Andjelic

Cultural liquidity

A Wealth of Common Sense | Ben Carlson

Animal Spirits: The Best Bear Case on AI

Madrona Ventures

Celebrating Highspot

Tomasz Tunguz | Tomasz Tunguz

Previously Unmanufacturable

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