VC Theses #106 | The biggest opportunities in 2023, Founder's Sales Playbook & more
Dec 12th–18th | Insights from Index, Insight, A16Z, Battery, Menlo Ventures, and others
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2023 Predictions & Investment Themes
2023 Predictions from 40 Founders, Investors, and Operators (Rex Woodbury, Partner @ Index)
8 Tech Investors Share Predictions for 2023 (Insight Team)
Big Ideas in Tech for 2023: An a16z Omnibus (A16Z Team)
Network Knowledge: Crowdsourcing the 2023 Consumer Outlook (Meera Clark, Principal @ Redpoint)
The technology world ahead in 2023 (VMG Catalyst Team)
5 Vertical SaaS Predictions for 2023 (Gabriella Monico, VC @ Fractal)
2023 VC Predictions (GGV Capital Team)
A few of the things we’re excited about in crypto (A16Z Crypto Team)
Latin America: The Next Frontier in Supply Chain Innovation (Menlo VC Team)
3 Things: ChatGPT for Astrology, Made Renovation for Windows, Nextdoor that Doesn't Suck (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
How lending products are bringing the fintech ecosystem 360 (Medha Agarwal, Partner @ Redpoint)
What is a Super App? (Connie Chan, GP @ A16Z)
Software Will Supercharge Developer Productivity (Menlo VC Team)
The Fable and Challenges of Credit Cards in the US (Jillian Williams, Partner @ Cowboy)
W&I Insurance — the M&A Carefree Package? (Tilman Langer, GC @ Point Nine)
Guides, Case Studies, and Best Practices for Operating
Selling to SMBs, a Founder’s Playbook (Daisy Wolf, Julie Yoo, & Annie Collins, A16Z)
The best growth advice of 2022 (Kyle Poyar, Partner @ OpenView)
Resist the pressure to “outgrow” your intuition (Boris Wertz, GP @ VersionOne VC)
Own the Problem, Not Just the Solution (Bilal Zuberi, Partner @ Lux Capital)
Product metrics that matter the most: A flywheel framework for cloud business leaders (Janelle Teng, VC @ Bessemer)
How to Run an Awesome 1st Investor Meeting (Alex Iskold, GP @ 2048)
What's In a Post-Mortem? (Kyle Harrison, GP @ Contrary)
Why Competitive Advantages Die (Morgan Housel, VC @ Collaborative Fund)
Praying to the God of Valuation (Mark Suster, GP @ Upfront)
Venture Language that I Choose to Use (and Not to Use) (David Beisel, GP @ NextView)
The Eutopian Network State (Albert Wenger, GP @ USV)
Low code, higher go-to-market founders (Nihal Mehta, GP @ Eniac)
Which Way Is Up: The End of Free Money, and the Importance of Not Running Out of It (Max Schireson, Partner @ Battery)
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