VC Theses #114 | The Future of Healthcare, Next Consumer Platform, & more

Feb 5–12th | Insights from A16Z, Sapphire, Equal, SignalFire, Craft Ventures, and others

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Investment Themes, Theses, & Outlooks

• Healthtech x Fintech’s Biggest Prize: The Financial Operating System for Healthcare (A16Z Team)

• AI: Paving the Future of Digital Healthcare (Cathy Gao & Andrew Vogeley, Sapphire)

• Generative AI: The Next Consumer Platform (Connie Chan & Justine Moore, A16Z)

• Next Generation Conglomerates (Rick Zullo, GP @ Equal Ventures)

• 3 Things: AI Turbotax, Personalized Exec Daily Briefing, Montessori for Adults (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Digital Meets Physical: How 3D is transforming the retail industry (Jackie Chen, VC @ Base10)

• Big Tech and Generative AI (Tanay Jaipuria, Partner @ Wing VC)

• Foundational Model Orchestration (FOMO) — A Primer (Astasia Myers, Partner @ Quiet Capital)

Guides, Case Studies, and Best Practices for Operating

• Efficiency as the Primary Operating Principle (Michael Robinson, Partner @ Craft Ventures)

• 18 Mistakes Founders Make When Pitching Pre-Seed to VCs (Alex Iskold, GP @ 2048)

• Founder Intuition vs. Team Expertise vs. Customer Expertise (Casey Winters, Partner @ Reforge)

• Reductions in Force (RIF) (Morgan Cheatham, VP @ Bessemer)

• DEI in VC: 5 Lessons on Fundraising from Black Women Founders (Javier Grevely & Chris Jackson, OpenView)

• Segmentation and ICP: Merits of Focus (Akash Bajwa, VC @ Earlybird)

Additional Reads

• Making Money from Open Source (Amanda Robson, Partner @ Cowboy Ventures)

• Open Source by Default (Nandu Anilal, VC @ Canaan)

• Startup Prophecies (Packy McCormick, GP @ Not Boring)

• Why the Tech Pessimists Are Wrong (Rex Woodbury, Partner @ Index)

• Dreaming Of Dry Powder (Kyle Harrison, GP @ Contrary)

• The P&L Tells The Story (Nikhil Trivedi, GP @ Footwork)

• Risk and Regret (Morgan Housel, GP @ Collab Fund)

• Pull, Don’t Push: How Catalysts Overcome Barriers and Drive Product Adoption (First Round Review)

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