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, 21 May, 2026

Peter G Schmidt | Peter G Schmidt

Building a Playbook

Evan O'Donnell

Below the Waterline

Wednesday, 20 May, 2026

Joe Lonsdale

Horseshoe Jacobins

Minutes

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