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, 02 November, 2026

The Micromobility Newsletter | Team M

1.2km of Bike Lanes Removed From Toronto Streets

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Diversifying the AI Trade

Grant Gregory

Show. Goes. On.

Deconstructor of Fun

When AI Hiring Went Wrong

A Wealth of Common Sense | Ben Carlson

A Bloodbath in the Stock Market?

Earnest Sweat

Two Decks

AV.VC | Michael Collins

Today, Everyone's an Entrepreneur

Tomasz Tunguz | Tomasz Tunguz

The Four Questions of AI

Sunday, 01 November, 2026