VC Theses #113 | AI Predictions, January Charts, & more
VC Theses #113 | AI Predictions, January Charts, & more
Jan 29th–Feb 5th | Insights from Bain Capital, Redpoint, Emergence, Greylock, Y Combinator and others
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Investment Themes, Theses, & Outlooks
Five Predictions for AI in 2023 (Rak Garg, VC @ Bain Capital)
10 Fintech Predictions for 2023 (Obvious Ventures Team)
10 Food & Wellness Predictions for 2023 (Obvious Ventures Team)
10 TechBio Predictions for 2023 (Obvious Ventures Team)
3 Things: Plaid for Therapists, Curai for VAs, Papa but Moms (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Charts to Chew On: A Juxtaposition of a January (Meera Clark, Principal @ Redpoint)
Genuine vs. Generative: Is AI Going to Work for B2B? (Gordon Ritter & Jake Saper, Emergence)
Parsing the App Layer (Vivek Ramaswami & Sabrina Wu, Madrona)
ES 101: A “Climate” Reading List (Kristin McDonald, VC @ Eniac)
Revenue Quality: Product Suites in Fintech (Akash Bajwa, VC @ Earlybird)
Field Study: Global Supply Chains (Aubrie Pagano, GP @ Alpaca)
Guides, Case Studies, and Best Practices for Operating
Four Tasks for CEOs in 2023 (Asheem Chandna, GP @ Greylock)
Your guide to product-led onboarding (Kyle Poyar, Partner @ OpenView)
Don't get IPObliterated: Preparing for the SaaS IPO window inflection (Janelle Teng, VC @ Bessemer)
The Price Isn’t Right: 3 Pricing and Packaging Pitfalls to Avoid (Tugce Erten, Partner @ A16Z)
The evolution of the B2B go-to-market tech stack: a few areas to watch (Solène Brébant, VC @ Balderton)
Additional Reads
The frontier tech prisoners dilemma (Dalton Caldwell, MD @ Y Combinator)
A Deal that Defines You: Being the King/Queen of Your Island (Rick Zullo, GP @ Equal)
How VCs Handle Portfolio Companies During the Tough Times (Alex Iskold, GP @ 2048)
Updating The Hype Cycle (Kyle Harrison, GP @ Contrary)
Startup weapons against ChatGPT: focus and a tight feedback loop (Sarah Tavel, GP @ Benchmark)
Why now? Getting to the core of any investment (Angela Tran, GP @ VersionOne)
VCs will learn to love franchises (Yoni Rechtman, Principal @ Slow)
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