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, 23 May, 2025

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: A Primer on Mag7 (Part 2)

Tomasz Tunguz | Tomasz Tunguz

What's in Your Bank's Wallet?

Thursday, 22 May, 2025

Nikunj Kothari

Don't do it for X

The Micromobility Newsletter | Team M

Understanding Voi's Q1 2025 Financials

Point72 Ventures

Our Investment in CX2

Point72 Ventures

Our Investment in CX2

A Wealth of Common Sense | Ben Carlson

The Dumb Money Isn’t So Dumb Anymore