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VC Theses #110 | Future of Enterprise Software, Global Supply Chains, Insurance & more
Jan 8th–15th | Insights from Greylock, Crosslink, Redpoint, A16Z, Benchmark, and others
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Investment Themes, Theses, & Outlooks
Looking Ahead 2023 (Greylock Team)
2023 Investment Themes (Phil Boyer, Partner @ Crosslink Capital)
6 Themes I’m Excited About in 2023 (Medha Agarwal, Partner @ Redpoint)
3 Things: Bundled Residential Vendors, AI Fanfiction, Fringe Benefits Rollup (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Enterprise Software Is Dead. Long Live Enterprise Software. (Rex Woodbury, Partner @ Index)
The Digitization and Enablement of Insurance Agents (Adam Chadroff, VC @ Equal)
I Don’t Get It: Climate Investing (Yoni Rechtman, Principal @ Slow)
What needs to happen for insurance to take off in emerging markets? (Mouro Capital Team)
Field Study: Global Supply Chains — Returns (Part 4) (Aubrie Pagano, GP @ Alpaca VC)
Stablecoin Volumes - Now Exceed Mastercard, American Express and Discovery (Jeff Morris Jr., GP @ Chapter One)
Guides, Case Studies, and Best Practices for Operating
Market Annealing: Getting to $10M ARR in Very Early Markets (Martin Casado & Peter Levine, A16Z)
For Startup Growth, TikTok is the GOAT (Michael Mignano, Partner @ Lightspeed)
Find a fast current, not a large body of water (Sarah Tavel, GP @ Benchmark)
Four PLG Tactics to Grow Faster (Kyle Poyar, Partner @ OpenView)
Designing Your First President’s Club (Travis Kassay, EVP @ Insight)
AI and the Big Five (Ben Thompson, Stratechery)
The Role of Diligence (David Beisel, GP @ NextView)
Rise of the Silicon Valley Small Business (Anu Atluru, Angel Investor)
Complete Guide to Angel Investing (Alex Iskold, GP @ 2048)
Risk Management In The Age Of YOLO (Kyle Harrison, GP @ Contrary)
The Art and Science of Spending Money (Morgan Housel, Partner @ Collaborative)
Talking AI with AI (Reid Hoffman, GP @ Greylock)
Reasoning apps: the next frontier for LLMs (Kojo Osei, VC @ Matrix)
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