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, 19 September, 2025

Tomasz Tunguz | Tomasz Tunguz

The Post-AI Org Chart

Thursday, 18 September, 2025

The Micromobility Newsletter | Team M

Massive Win for Dott and Pony in Bordeaux

A Wealth of Common Sense | Ben Carlson

Buy When There’s Bonds in the Streets?

Entrepreneur First

Don’t be a badge collector

Newcomer | Eric Newcomer

The Story of a Cap Table: Klarna

Julien Lepleux

Going All-In on Mold

First Round Review

Net Revenue Retention (NRR)

Short-Formed | Anu Atluru

The Self Is The Platform

First Round Review

K-factor

First Round Review

ARR

First Round Review

Scalability

First Round Review

Stealth Mode

Peter G Schmidt | Peter G Schmidt

WHAT IS GOING ON IN VENTURE 2025?