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.

Tuesday, 28 October, 2025

A Wealth of Common Sense | Ben Carlson

Staying the Course Worked (Again)

Tanay Jaipuria | Tanay Jaipuria

When ARR is not ARR

Monday, 27 October, 2025

Nongaap Investing | Mike

[P] GTM: Zoom or Bust?

Nikunj Kothari

Abundance mindset

The Micromobility Newsletter | Team M

Rivian's Spinout ALSO Launches New E-Bike