VC Theses #85 | Web3 Dev Environments, Reckoning of Pandemic Darlings, & more
July 18–24th | Insights from Ripple Ventures, Bessemer, Slow Ventures, Susa and more
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Opportunities in Web3 Development Environments (Ripple Ventures Team)
NFTs x DeFi: The Next Big Crypto Evolution (Abhishek Maran, VC @ Folklore Ventures)
3 Things: Roving Vending Machines, Customer Marketing SaaS, App Roll-ups (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The reckoning of “pandemic tech darlings”: Lessons on growth function shocks (Janelle Teng, VC @ Bessemer)
Digital Health is Dead. Long Live Digital Health. (Yoni Rechtman, Principal @ Slow Ventures)
Understanding In-Game Monetization and the Metaverse (Steve Van Sloun, Associate @ Loup Ventures)
DeFi Market Map (Pratyush Buddiga, Chief of Staff @ Susa Ventures)
Guides, Case Studies, and Best Practices for Operating
When startups shouldn’t focus (Hadley Harris & Anthony Ha, Eniac Ventures)
10 Best Questions To Ask Venture Capitalists Amid An Uncertain Market (Casey Renner, Partner @ OpenView)
How startups can survive and thrive in a downturn (Nihal Mehta & Anthony Ha, Eniac Ventures)
100 Unicorns: 12 different GTM Motions (Ali Abouelatta, First1000)
Advice from Seasoned CFOs on Navigating a Downturn (Jillian Williams & Amanda Robson, Cowboy Ventures)
Chapter One: Feedback Conversations (Morgan Cheatham, VP @ Bessemer)
Valuing a Venture Capital Portfolio (Fred Wilson, GP @ USV)
On Imposter Syndrome — Letting Fear Drive You, Not Define You (Rick Zullo, GP @ Equal)
How potential employees can due diligence a startup (David Teten, Partner @ Versatile VC)
Narrative Capital (Sajith Pai, Director @ Blume)
The Outcome Distortion Complex (Kyle Harrison, GP @ Contrary)
Little Ways The World Works (Morgan Housel, Partner @ Collaborative Fund)
How Important is Your Software to Your Customer? It's Time to Find Out. (Tomasz Tunguz, MD @ Redpoint)
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