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, 14 November, 2025

Clouded Judgement | Jamin Ball

Clouded Judgement 11.14.25 - The AI Factory

Not Boring | Packy McCormick

Weekly Dose of Optimism #170

Thursday, 13 November, 2025

Making Connections by Jax | Jax Vullinghs

Uncovered Bookmarks #11: The AI-pilled Senior Engineer

The Micromobility Newsletter | Team M

Chicago Hits 12 Million Shared Micromobility Rides

A Wealth of Common Sense | Ben Carlson

The Economics of a 50 Year Mortgage

A Wealth of Common Sense | Ben Carlson

The Economics of a 50 Year Mortage

Minutes

"In The Flow

Conor Witt | Conor Witt

The Data Tapes Edition #34

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Want to be a Startup Advisor?