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, 03 October, 2025

Peter G Schmidt | Peter G Schmidt

SOCIAL MEDIA –> ALGO MEDIA –> AI MEDIA

On My Mind | Michael Dempsey

Sequencing vs. Equal Odds

Not Boring | Packy McCormick

Weekly Dose of Optimism #164

Thursday, 02 October, 2025

Chamath Palihapitiya | Chamath Palihapitiya

Deep Dive: China's Industrial Might and Domestic Policy

Better Tomorrow Ventures

Announcing BTV III 🚀

The Micromobility Newsletter | Team M

Meet Dot: DoorDash’s New Autonomous Delivery Bot!

Scale Venture Partners

Introducing our GTM benchmark tool