VC Theses #112 | The Next Platform Opportunity, The Gender Care Gap, & more
VC Theses #112 | The Next Platform Opportunity, The Gender Care Gap, & more
Jan 16th–22nd | Insights from VersionOne, Obvious Ventures, Madrona, Benchmark, Y Combinator, and others
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Investment Themes, Theses, & Outlooks
Thinking through AI as the next new platform opportunity (Boris Wertz, GP @ VersionOne VC)
Closing the Gender Care Gap (Jess Schram, VC @ Swiftarc Ventures)
The Unbundling of Retail 2.0 (Chelsea Zhang & Rick Zullo, Equal)
10 Healthcare Predictions for 2023 (Obvious Ventures Team)
10 Climate Tech Predictions for 2023 (Obvious Ventures Team)
Fintech Trends for 2023 and Beyond (Lightspeed Team)
3 Things: AI Personal CRM, Daily Podcast Network, Contract Resource Management (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Consumer Social is Going Back to the Future (Faraz Fatemi, Partner @ Lightspeed)
Web3 DevTools in 2023: Leapfrogging Challenges to Widespread Adoption (Cécile Tréboit, VC @ Earlybird)
Generative AI — Overhyped or Underhyped? (S. Somasegar, MD @ Madrona)
Thinking through the Bull Case for OpenAI’s threat to Google’s dominance (Sarah Tavel, GP @ Benchmark)
The State of Generative AI (Tanay Jaipuria, Partner @ Wing VC)
Foundation Models: The future (still) isn’t happening fast enough (Jon Turow, Palak Goel & Tim Porter, Madrona)
Guides, Case Studies, and Best Practices for Operating
Retool’s Path to Product-Market Fit — Lessons for Getting to 100 Happy Customers, Faster (First Round Review)
Navigating Software Purchasing Psychology (Akash Bajwa, VC @ Earlybird)
How to get your growth idea approved (Kyle Poyar, Partner @ OpenView)
Additional Reads
How to Get New Ideas (Paul Graham, Founder @ Y Combinator)
We Don’t Have Nearly Enough Startups (Nnamdi Iregbulem, Partner @ Lightspeed)
Reflecting on My Investment Mistakes (David Beisel, GP @ NextView)
What Gen Z Thinks About Work, College, and the Internet (Rex Woodbury, Partner @ Index)
The Best Time to Build (Yoni Rechtman, Principal @ Slow)
Controlling Your Own Destiny (Kyle Harrison, GP @ Contrary)
Thank You to Tegus for Sponsoring
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