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, 15 December, 2025

Nikunj Kothari

Liar's Valuation

The Micromobility Newsletter | Team M

TfL Awards £220m Santander Cycle Contract to Serco

Better Tomorrow Ventures

Fireside Chat with Layer

The Sociology of Business | Ana Andjelic

Resale as the stock market for brands

A Wealth of Common Sense | Ben Carlson

Talk Your Book: The Anti-AI Portfolio