Follow the latest theses & analyses from 700+ VCs and analysts

Subscribe to get the weekly digest every Sunday

Thursday, 18 September, 2025

The Micromobility Newsletter | Team M

Massive Win for Dott and Pony in Bordeaux

A Wealth of Common Sense | Ben Carlson

Buy When There’s Bonds in the Streets?

Entrepreneur First

Don’t be a badge collector

Newcomer | Eric Newcomer

The Story of a Cap Table: Klarna

Julien Lepleux

Going All-In on Mold

First Round Review

Net Revenue Retention (NRR)

Short-Formed | Anu Atluru

The Self Is The Platform

First Round Review

K-factor

First Round Review

ARR

First Round Review

Scalability

First Round Review

Stealth Mode

Peter G Schmidt | Peter G Schmidt

WHAT IS GOING ON IN VENTURE 2025?

The Sociology of Business | Ana Andjelic

How to avoid brand burnout

South Park Commons

India's Four Letter Word