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, 09 November, 2026

Lightspeed Venture Partners Blog

Sean Carlson

Lightspeed Venture Partners Blog

Shawn Thorne

Lightspeed Venture Partners Blog

Hardware Engineering Gets Its Intelligence Layer

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Customized and Income

Arpitrage | Arpit Gupta

Your Portfolio on AI

The Sociology of Business | Ana Andjelic

How to operationalize a brand world

A Wealth of Common Sense | Ben Carlson

Expect Less and Appreciate More