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, 11 July, 2025

Net Interest | Marc Rubinstein

Big Bang 2.0

99% Derisible | Yoni Rechtman

So What?

Clouded Judgement | Jamin Ball

Clouded Judgement 7.11.25 - Market Musings

Not Boring | Packy McCormick

Weekly Dose of Optimism #152

Thursday, 10 July, 2025

The Micromobility Newsletter | Team M

Scooter Drama in Brussels: Lime’s Secret Comeback