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.

Saturday, 08 November, 2025

Next Big Thing | Nikhil Basu Trivedi

A SF VC in NYC

Friday, 07 November, 2025

A Wealth of Common Sense | Ben Carlson

Are Young People Screwed?

The Sociology of Business | Ana Andjelic

Live with Ana Andjelic

99% Derisible | Yoni Rechtman

Power is power

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: China’s Global Strategy and Power Balance

Nikunj Kothari

Belonging

Newcomer | Eric Newcomer

Sequoia's Unexpected Steward Shakeup

Net Interest | Marc Rubinstein

Window on America

Clouded Judgement | Jamin Ball

Clouded Judgement 11.7.25 - Market Cycles

The Micromobility Newsletter | Team M

Canyon's 2024 Revenue at €792M