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, 18 August, 2025

The Micromobility Newsletter | Team M

NIU Reports Strong Q2 with 350K Units Sold

A Wealth of Common Sense | Ben Carlson

Talk Your Book: How to Invest in Futures

The Sociology of Business | Ana Andjelic

What niche mags know about taste

A Wealth of Common Sense | Ben Carlson

Fishing and Investing

Tomasz Tunguz | Tomasz Tunguz

Explore vs. Exploit in Agentic Coding

Sunday, 17 August, 2025

AfterWork Reading

Investment Notes: OneMRI

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…