VC Theses #81 | Electrifying Everything, Characteristics defining Gen Z & more
June 19–25th | Insights from Energize, A16Z, Bain Capital, Index, and more
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Electrifying Everything (Energize Ventures Team)
Unlocking the Metaverse: New Opportunities in Games Infrastructure (James Gwertzman, GP @ A16Z)
The Future of Sleep (Part 1) (Annabel Acton & Adam Smith, AfterWork Ventures)
Beyond Verticalization of NFT Marketplaces (Kyle Samani, GP @ Multicoin)
Decentralized Finance: Driving Towards Mass Adoption (Lauren Weston & Roshan Mohammad, Thomvest)
Industry Developments & Analyses
10 Characteristics That Define Gen Z (Part I) (Rex Woodbury, Partner @ Index)
The evolution of machine learning infrastructure (Bhavik Nagda & Sakib Dadi, Bessemer)
The middle class of open source software (Rak Garg, VC @ Bain Capital)
The emergence of B2B SaaS super apps (Manan Modi, PM @ Lendflow)
NFTs in a Recession (Meagan Loyst, VC @ Lerer Hippeau)
Web3 Use Cases: Today (Packy McCormick, GP @ Not Boring)
Guides, Case Studies, and Best Practices for Operating
Product Strategy is Really About Offense vs. Defense (Ely Lerner, EIR @ Reforge)
Defending a Startups Greatest Asset through Recession & Recovery (Tomasz Tunguz, MD @ Redpoint)
Wait, are our customers actually solvent? (David Frankel, MP @ Founder Collective)
Where Product Launches Are Missing the Mark – 6 Ways to Amplify Customer Impact (Insight Partners Team)
How VCs Value Rainbow Foals in 2022 (Tomasz Tunguz, MD @ Redpoint)
The End of The Era of Indifferent Capital (Eric Paley, MP @ Founder Collective)
Concentrated Or Bust? The Case for Late-Stage Diversification in VC (Part I) (Luke Skertich, VC @ FJ Labs)
How to Start a Career in VC (Earlybird Ventures’ Team)
The Natural Selection of Time (Kyle Harrison, GP @ Contrary)
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