VC Theses #74 | Low-Code Thesis, Enabling Ecommerce, Funding Shifts & more
May 1st–7th | Insights from Madrona, A16Z, CoVenture, Redpoint, Homebrew and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Progress of Low-Code/No-Code and an Update to our Thesis (Aseem Datar, Partner @ Madrona)
Web3 Things: Student Debt Yield Farms, TaskRabbit DAO, Security Deposit Escrow (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
What is Going On in the AMZN TPS Ecosystem Right Now? (Ali Hamed, GP @ CoVenture)
Fulfilling promise: how tech solutions are enabling ecommerce (Manuel Martínez & Alexander Leichter, Mouro Capital)
7 Essential Ingredients of a Metaverse (A16Z Crypto Team)
Cracking the code: Meet the companies defining the future of developer software (Shamillah Bankiya & Virginia Pozzato, Dawn Capital)
Tokengated Commerce (Alex Danco & Packy McCormick, Not Boring)
Guides, Case Studies, and Best Practices for Operating
Product-Market Fit in Different Capital Environments (Tomasz Tunguz, MD @ Redpoint)
Inventing product-led growth (Kyle Poyar, Partner @ OpenView)
Average Seller vs. Great Seller (Mike Marg, Partner @ Craft)
Most Startups Add Independent Board Members Too Late To Make A Real Difference. Here’s Why. (Hunter Walk, GP @ Homebrew)
Should You Take Money from Investors Who Don't Share Your Values? (Charlie O'Donnell, GP @ Brooklyn Bridge)
5 Key Data Points about the Early Venture Market in Q1 2022 (Tomasz Tunguz, MD @ Redpoint)
Funding Simply Shifts the Bottleneck (Nnamdi Iregbulem, Partner @ Lightspeed)
IRR is a vanity metric — VC Adventure (Seth Levine, GP @ Foundry Group)
Cash—Kingmaker or Killer? (Kyle Harrison, ex-Principal @ Index)
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