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VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more
Jan 2nd–8th | Insights from Fred Wilson, Brad Feld, Redpoint, Bain Capital, and others
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2023 Outlooks & Retrospectives on ‘22
What Will Happen In 2023 (Fred Wilson, GP @ USV)
The 23 Consumer Charts to Chew on for 2023 (Meera Clark, Principal @ Redpoint)
What Does 2023’s Flight to Quality Mean For Venture Capital? (Merritt Hummer, Partner @ Bain Capital)
The Power Law Of Attention (Looking Back On 2022, Ahead To 2023) (Semil Shah, GP @ Haystack)
A Philosophical Start to 2023 (Albert Wenger, GP @ USV)
Marking my 2022 Fintech predictions (Rob Moffat, Partner @ Balderton)
What Just Happened (Brad Feld, GP @ Foundry)
2022’s Startup Layoffs Will Result In 2023 Startup Wind Downs (Hunter Walk, GP @ Homebrew)
Industry Developments & Analyses
Why Generative AI Is Mostly A Bad VC Bet (Rob May, Partner @ AI Operators Fund)
The rise, and fall, and rise of conversational AI (Molly Welch, VC @ Radical)
Everything Everywhere All At Once: The Explosion in Generative AI (Rex Woodbury, Partner @ Index)
The Startup M&A Market Fell 94% Year over Year - But One Segment is Thriving (Tomasz Tunguz, MD @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
A Note to Founders as We Head into 2023: Become the Leader Your Team Needs (Rick Zullo, GP @ Equal)
The 30 Best Pieces of Advice for Entrepreneurs in 2022 (First Round Review)
Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain? (Janelle Teng, VC @ Bessemer)
From 0 to 200k users in 14 months (Kyle Poyar, Partner @ OpenView)
Understanding Founder Roles and Types of Stocks (Alex Iskold, GP @ 2048)
The Art and Science of Investing (Kyle Harrison, GP @ Contrary)
My VC Resolutions for 2023 (Matt Turck, Partner @ FirstMark)
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