VC Theses #119 | Space Tech, Generative AI Revolution, Race to $100B, & more
VC Theses #119 | Space Tech, Generative AI Revolution, Race to $100B, & more
March 12th–March 19th | Insights from A16Z, Foundation Capital, FirstMark, CRV, and others
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Investment Themes, Theses, & Outlooks
The Generative AI Revolution will Enable Anyone to Create Games (Joshua Lu & Robin Guo, A16Z)
Global is the Real Frontier (Rick Zullo & Simran Suri, Equal Ventures)
Ellison’s Gospel, The Evolution of Salesforce, and the (AI Driven) Re-Bundling of Software (Arda Capital)
Industry Developments & Analyses
Space: A Market Map (Ryan McEntush, GP @ A16Z)
Foundation Model Ops: Powering the Next Wave of Generative AI Apps (Ashu Garg & Jaya Gupta, Foundation Capital)
Setting the Scene for Genetic Breakthroughs (Abhishek Maran, VC @ Rampersand)
How are startups actually leveraging LLMs? (Vivek Ramaswami & Sabrina Wu, Madrona)
Vertical SaaS, Today (Anna Khan, GP @ CRV)
Guides, Case Studies, and Best Practices for Operating
Founder Considerations for a Cash Management Policy (Collection of VCs across General Catalyst, Greylock, GGV, KP & more)
FirstMark | The New Treasury Playbook for 2023 (FirstMark Capital Team)
Refining the ICP with David Apple (Akash Bajwa, VC @ Earlybird)
Grow Fast, Breakeven, or Die: How Moderate Cuts Will Kill Startups in 2023 (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Pitching to Pre-Seed Investors: What You Need to Know to be Prepared (Massimo Sgrelli & Irene Mingozzi, Lombardstreet Ventures)
Additional Reads
The Remaking of Kleiner Perkins (Mario Gabriele, The Generalist)
What Taylor Swift Can Teach Us About Business (Rex Woodbury, Partner @ Index)
The Banking Crisis: More Kicking the Can (Albert Wenger, GP @ USV)
Retroactive predictability of 2023’s Black Swan: SVB’s risk mismatch in 10 graphs (Janelle Teng, VC @ Bessemer)
Unpacking why AI Companies funding rounds are so expensive (Ryan Shannon, VC @ Radical Ventures)
How AI Will Make The Next Banking Crisis Worse, Not Better (Rob May, Partner @ AI Operators Fund)
Financial Infrastructure For Small Venture Funds (Semil Shah, GP @ Haystack)
On Euthanizing Venture Capitalists (Mike Solana, VP @ Founders Fund)
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