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, 31 March, 2025

The Micromobility Newsletter | Team M

Rivian Spins off Micromobility Startup “Also”

Not Boring | Packy McCormick

Hyperlegible 002: Utsav Mamoria

The Sociology of Business | Ana Andjelic

How to build a story map

A Wealth of Common Sense | Ben Carlson

Talk Your Book: Floating Rate Income

Tomasz Tunguz | Tomasz Tunguz

Welcome, Bryan and Philip!

Sunday, 30 March, 2025

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…

Generative Value | Eric Flaningam

The Evolution of Marketplaces

A Wealth of Common Sense | Ben Carlson

The 20% Rule

Fakepixels | Tina He

Above and below the LLMs

Saturday, 29 March, 2025