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, 08 December, 2025

The Micromobility Newsletter | Team M

Want People to Bike? Easy, Just Build More Bike Lanes

The Sociology of Business | Ana Andjelic

Creative systems, not individual stars

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Investing in Real Estate Credit

Tomasz Tunguz | Tomasz Tunguz

Streaming Comes into the Fold

Sunday, 07 December, 2025

A Wealth of Common Sense | Ben Carlson

The Nasdaq 100: Booms & Busts