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)
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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