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.

Thursday, 16 October, 2025

The Sociology of Business | Ana Andjelic

Live with Ana Andjelic

A Wealth of Common Sense | Ben Carlson

When Should You Sell a Stock?

Geoff Donaker | Geoff Donaker, GP @ Burst Capital

Bursts of Color - Manage Like In-N-Out

The Micromobility Newsletter | Team M

Merida Bikes Q2 Revenue Down 24%

The Sociology of Business | Ana Andjelic

Selling status

David Talpalar

Stablecoins at Scale

David Talpalar

Stablecoins at Scale

makers + builders | Parul Singh

The Moat Problem

Tanay Jaipuria | Tanay Jaipuria

The OpenAI Economy

Tomasz Tunguz | Tomasz Tunguz

Good Morning & Good Luck