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, 13 June, 2025

Ian's Blog: Nominal Returns | Ian Gutterman

The Insurance Startup Funding Vacuum

99% Derisible | Yoni Rechtman

Six Themes for 2025

Not Boring | Packy McCormick

Weekly Dose of Optimism #148

Tomasz Tunguz | Tomasz Tunguz

The Coming Wave of Acquihires

Thursday, 12 June, 2025

Nikunj Kothari

Care requires conflict

The Micromobility Newsletter | Team M

Voi, Dott, and Lime Win E-Bike Tender in Paris

Saanya Ojha

Much Ado at OpenAI

Collaborative Fund

Very Bad Advice

Feld Thoughts | Brad Feld

Being Full of Value‑Added Shit