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, 23 September, 2025

Sam Altman | Sam Altman

Abundant Intelligence

On My Mind | Michael Dempsey

Narrative Cycle Entry

Michael Dempsey

Narrative Cycle Entry

Tomasz Tunguz | Tomasz Tunguz

Is T3D2 Dead? Has AI Killed It?

Monday, 22 September, 2025

Tanay Jaipuria | Tanay Jaipuria

ChatGPT and the Great Bundling

Nikunj Kothari

The Quiet Ones

The Micromobility Newsletter | Team M

Belfast Bike Scheme Adds E-Bikes, Hikes Prices