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, 14 October, 2025

Jamesin | Jamesin Seidel

The Engine Room

Tomasz Tunguz | Tomasz Tunguz

The Data Pendulum Swings to Consolidation

Monday, 13 October, 2025

The Micromobility Newsletter | Team M

Lime’s UK Revenue Up 75% in 2024 to £111.3M

The Sociology of Business | Ana Andjelic

Brand gravity

A Wealth of Common Sense | Ben Carlson

Talk Your Book: How Infrastructure Funds Work

Sunday, 12 October, 2025

Making Connections by Jax | Jax Vullinghs

wtf is an agentic workflow?

Brian Sugar

We Dance Again.

Apex Venture Studio

Measure Your Time