VC Theses #107 | Next big thing in 2023, Value Accrual in the AI-stack, & more
VC Theses #107 | Next big thing in 2023, Value Accrual in the AI-stack, & more
Dec 19th–25th | Insights from Footwork, Redpoint, OMERS, Emergence, A16Z, and others
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2023 Outlooks
The next big thing in 2023 will be... (Nikhil Trivedi, GP @ Footwork)
Five Predictions for 2023 (Tomasz Tunguz, ex-MD @ Redpoint)
Health-tech experts on their not boring '23 predictions (Christina Farr, Principal @ OMERS)
7wireVentures 2023 Digital Health Predictions (7wire Ventures Team)
Perspectives for 2023 from Supply Chain Leaders at Uber, Maersk, and P&G (Steve Sloane, Feyza Haskaraman, & Derek Xiao, Menlo Ventures)
Investment Themes & Industry Analyses
Value Accrual in the Modern AI Stack (Akash Bajwa, VC @ Earlybird)
API-Enabled Marketplaces (Luke Skertich & Gowri Kannan, VC @ FJ Labs)
Digital Health 2022 Year in Review (Greycroft Team)
A ‘New World’ for Enterprise AI (Ashu Garg, GP @ Foundation)
Neural Search and the unbundling of Google (Sivesh Sukumar, Analyst @ Balderton)
Guides, Case Studies, and Best Practices for Operating
Learn from the Pro: Top Sales Exec Shares Tips for How to Manage and Scale for Growth (Matt Murphy, Partner @ Menlo)
How Founders Should Think About Cash Management (David George, Sarah Wang, & Alex Immerman, A16Z)
Three Steps to Changing Software Prices Successfully (Morad Elhafed, GP @ Battery)
How to Plan for FY23 Amid Economic Uncertainty (Kevin Spain, GP @ Emergence)
The gist: in-product experiments (Kyle Poyar, Partner @ OpenView)
Introducing a16z Growth’s Guide to Growth Metrics (Seema Amble, Melissa Wasser, & Emily Westerhold, A16Z)
Additional Reads
Startup childhood (Dalton Caldwell, MD @ Y Combinator)
The point of capital (Yoni Rechtman, Principal @ Slow)
The Blackstone of Innovation (Kyle Harrison, GP @ Contrary)
Blank Page (Packy McCormick, GP @ Not Boring)
Reshore and Restore: Unlocking American Innovation for the 21st Century (David Ulevitch & Grant Gregory, A16Z)
What proximity matters most for building vertical startups? (Jackie DiMonte, Partner @ Chicago Ventures)
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