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, 06 November, 2026

A Wealth of Common Sense | Ben Carlson

Diversification & Drawdowns

Net Interest | Marc Rubinstein

The Insatiable Demand for Alpha

Better Tomorrow Ventures

Does Not Compute

99% Derisible | Yoni Rechtman

Data to deployment

Clouded Judgement | Jamin Ball

Clouded Judgement 11.6.26 - The Agent Cloud

Not Boring | Packy McCormick

Weekly Dose of Optimism #218

Coatue | Lucas Swisher, Brendan O'Boyle, Rohan Bharvani, Pranav Anand

Our Partnership with Ramp

Tomasz Tunguz | Tomasz Tunguz

A $90 Key into Your Company's Secrets

Thursday, 05 November, 2026

Lightspeed Venture Partners Blog

Mandl