VC Theses #123 | Space Launch, State of Crypto, Viral Growth, & more
VC Theses #123 | Space Launch, State of Crypto, Viral Growth, & more
April 2nd–April 9th | Insights from A16Z, Bessemer, IVP, Bedrock, Madrona, and others
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Investment Themes, Theses, & Outlooks
Space Launch: Who, What, and Where We’re Going (Ryan McEntush, Partner @ A16Z)
The 2023 Creator Economy: A new direction (Ollie Forsyth, VC @ Antler)
Programmable Compute, the Next Big Thing in ML Infrastructure? (Priyanka Somrah, VC @ Work-Bench)
Industry Developments & Analyses
State of the Cloud 2023 (Bessemer Team)
AI Primer (IVP Team)
2023 State of Crypto Report: Introducing the State of Crypto Index (A16Z Crypto Team)
The Modern Transactional Stack (Yoko Li, Martin Casado & Satish Talluri, A16Z)
The AI Watchdogs are Coming (Vivek Ramaswami & Sabrina Wu, Madrona)
Cross-Section of AI and API-Enabled Marketplaces (Luke Skertich, VC @ FJ Labs)
Guides, Case Studies, and Best Practices for Operating
Viral Growth: How to Keep Lightning in the Bottle (Rex Woodbury, Partner @ Index)
Top down, bottoms-up, and all turned around (Ryan Shannon, VC @ Radical Ventures)
Your guide to PLG pricing 201 (Kyle Poyar, Partner @ OpenView)
Additional Reads
Grit is the only Alpha (Spencer Peterson, Partner @ Bedrock)
Leading From The Heart (Fred Wilson, GP @ USV)
What Makes You Happy (Morgan Housel, Partner @ Collaborative Fund)
Why Do Pre-Seed Investors Ask for Side Letters? (Chris Neumann, GP @ Panache Ventures)
Breaking Into Venture During A Downturn & Navigating Your First Year (Matt Lu & Robby, Cowboy Ventures)
The Dissident's Guide to Philanthropy (Joe Lonsdale, GP @ 8VC)
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