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.

Monday, 08 September, 2025

The Micromobility Newsletter | Team M

Lime Expands in Japan with HELLO CYCLING Partnership

The Sociology of Business | Ana Andjelic

Volume/value dilemma

A Wealth of Common Sense | Ben Carlson

Talk Your Book: How Custom Indexing Works

Akash Bajwa

Notes On China

Tomasz Tunguz | Tomasz Tunguz

Two Data Giants, One Revenue Milestone

Sunday, 07 September, 2025