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.

Tuesday, 23 December, 2025

Tomasz Tunguz | Tomasz Tunguz

Scoring 2025's Predictions

Monday, 22 December, 2025

The Micromobility Newsletter | Team M

Rad Power Bikes Chapter 11 - A Quick Breakdown

Ian's Blog: Nominal Returns | Ian Gutterman

The Signal From Progressive’s Monster Dividend Announcement

The Sociology of Business | Ana Andjelic

Ecosystem, not empire: How niches drive growth

A Wealth of Common Sense | Ben Carlson

Talk Your Book: A Tactical Strategy That Actually Works