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, 19 May, 2025

The Micromobility Newsletter | Team M

Capital Bikeshare's Record April Numbers!

On My Mind | Michael Dempsey

The First 40 Months

Generative Value | Eric Flaningam

TSMC: The Index on Technology

The Sociology of Business | Ana Andjelic

Studios as retailers

Termsheet | Zubair N. Paracha

Exclusive: Inside STV's $100M AI bet

Sunday, 18 May, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

A Wealth of Common Sense | Ben Carlson

Some Things I’ll Never Spend Money On

Tomasz Tunguz | Tomasz Tunguz

How AI Redefines User Experience