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)

• Radical Reads: 10 AI predictions for 2023 🔮 (Radical VC Team)

• 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)

Additional Reads

• The Art and Science of Investing (Kyle Harrison, GP @ Contrary)

• My VC Resolutions for 2023 (Matt Turck, Partner @ FirstMark)

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