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.

Friday, 30 May, 2025

Net Interest | Marc Rubinstein

Five Alive

Aspiring for Intelligence | Vivek Ramaswami & Sabrina Wu

What Does It Mean To Be "AI-First" Anyway?

Not Boring | Packy McCormick

Weekly Dose of Optimism #146

Pirate Wires | Mike Solana

Tenderloin on the Potomac

Thursday, 29 May, 2025

The Micromobility Newsletter | Team M

VanMoof’s Micromobility Europe Surprise 👀

A Wealth of Common Sense | Ben Carlson

The Best Time to Sell Your Stocks

Matthew Mandel

Volteras