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, 22 June, 2026

The Micromobility Newsletter | Team M

PowerShelter x Zoomo Bring Battery Swapping to Berlin

A Wealth of Common Sense | Ben Carlson

Spotting Bubbles and Calling Tops

Tomasz Tunguz | Tomasz Tunguz

So You Want to Sell Inference

Sunday, 21 June, 2026

Chamath Palihapitiya | Chamath Palihapitiya

China's Model Reaches the AI Frontier at 1/6th Cost

Nathan Benaich | Nathan Benaich

Europe cannot rent its way to AI sovereignty

Saturday, 20 June, 2026

Alex Lazarow | Alex Lazarow

They Cook the Wine on Purpose

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