VC Theses #101 | The Biggest Company To Come, Decentralized Cybersecurity, & more
Nov 7-13th | Insights from A16Z, SignalFire, Menlo Ventures, Balderton, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Biggest Company in the World (Daisy Wolf & Vijay Pande, A16Z)
The Rise Of Decentralized Cybersecurity: Trends & Opportunities (Jonathan Lim & Tony Pezzullo, SignalFire)
3 Things: Scarcity-as-a-Service, Trade School for Care Navigators, Verticalized Zapier (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Securing the Modern Software Supply Chain (Feyza Haskaraman & Derek Xiao, Menlo VC)
10 Charts That Capture How the World Is Changing (Rex Woodbury, Partner @ Index)
What’s Next for European Banking-as-a-Service (Greta Anderson, VC @ Balderton)
SaaSacre 2nd wave: Macro double squeeze (Janelle Teng, VC @ Bessemer)
Synthetic biology is the key to a sustainable beauty industry (Qasim Mohammad, VC @ Wittington Ventures)
Guides, Case Studies, and Best Practices for Operating
What’s your hierarchy of goals? (Christoph Janz, MP @ Point Nine News)
How to Win with Product-led Sales (Naomi Ionita & Elena Verna, Menlo VC)
Escaping Hell’s Flywheel: Building Non-inflationary Distribution Channels (Joe Schmidt, Partner @ A16Z)
Do you stack up? 📈 (Kyle Poyar, Partner @ OpenView)
Spiral approach to early stage startup sales (Alex Iskold, GP @ 2048)
G2 Playbook: Raising Capital (Zach Barasz, Partner @ G2VP)
How to Write a PRD That Actually Helps You Build Products (Natalie Rothfels & Doa Jafri, Reforge)
The Unaddressed Opportunity in Emerging Managers (Rick Zullo, GP @ Equal)
Why exposure to the digitalisation of large truly nascent ecosystems deserves a spot in an institutional VC program (Alex Branton, Partner @ Sturgeon)
Stewards of Capital (Kyle Harrison, GP @ Contrary)
The kids are not alright. (Yoni Rechtman, Principal @ Slow)
Creator Royalties (Fred Wilson, GP @ USV)
Atoms Are Local (Packy McCormick, GP @ Not Boring)
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