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.

Tuesday, 11 February, 2025

Monday, 10 February, 2025

Tanay Jaipuria | Tanay Jaipuria

How Big Tech Sees DeepSeek: Five Key Takeaways

Nikunj Kothari

Act like an Owner

The Micromobility Newsletter | Team M

UK Removes Tariffs on Non-Folding E-Bikes

The Sociology of Business | Ana Andjelic

Post-mehification

A Wealth of Common Sense | Ben Carlson

Talk Your Book: How to Eliminate Negative Alpha

Optimistic about Labor in an AI Age

Optimistic about Labor in an AI Age

Chamath Palihapitiya | Chamath Palihapitiya

What I Read This Week…