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VC Theses #70 | Sustainable Buildings, Embedded PropTech, Guide to Product Virality, & more
The latest from Alpaca, Fika, A16Z Crypto, Lightspeed, First Round, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses & Outlooks
New Alpaca Field Study: Sustainable Buildings (Aubrie Pagano & Stegano Gabella, Alpaca VC)
The Emergence of Embedded PropTech (Matt Hersh, Partner @ Fika)
Personalized discovery engines for knowledge (Minn Kim, Partner @ On Deck)
Industry Developments & Analyses
Securing the Metaverse — Taking the Wild West Out of Web3 Financials (Beata Klein & Sabina Wizander, Creandum)
Disparities in Severe Mental Illness (Sherman Leung, VC @ AlleyCorp)
Decentralization for Web3 Builders: Principles, Models, How (Miles Jennings, GC @ A16Z Crypto)
Proof of Physical Work (Tushar Jain, MP @ Multicoin)
The card economy in FinTech (Manan Modi, Angel Squad @ Hustle Fund)
Food Delivery Is Still Expensive (Gene Munster, GP @ Loup)
Guides, Case Studies, and Best Practices for Operating
Your guide to product virality (Kyle Poyar, Partner @ OpenView)
Customer Advisory Boards: Lessons Learned from 20 Years of CAB Experience (Mike Gospe et. al, Insight)
Executive Reference Checklist (Holly Rose, Partner @ Greylock)
The Tactical Guide to Making Better Decisions When Starting and Scaling Companies (Annie Duke, Partner @ First Round)
The Art of Product Management (Ken Norton, ex-GV)
Flat Is the New Up? (Mike Collett, MP @ Promus Ventures)
Crypto Twitter (Elad Gil, Angel Investor)
Startups as a Sport (Dez Fleming, VC @ FirstMark)
My Thoughts on Public vs Private Valuations for SaaS Companies in Q1 2022 (David Paul, MP @ DWP Capital)
Remote work is here to stay, but it’s not all or nothing (Luke Beseda, Partner @ Lightspeed)
Yeah, Meta’s Rumored ‘Zuck Bucks’ Sound Weird But I Once Thought Facebook Credits Could Be Bigger… (Hunter Walk, GP @ Homebrew)
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