VC Theses #86 | The State of NLP, How Web3 Must Evolve & more
July 24–31 | Insights from Canaan, Benchmark, Emergence, Index, and more.
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The State of NLP (Nandu Anilal, VC @ Canaan)
Event-Driven Systems: The Next Wave of Customer Engagement (Wenz Xing & Joe Floyd, Emergence Capital)
Current Trends in Digital Health (Maresa Buttlar, VC @ Earlybird)
Industry Developments & Analyses
How Web3 needs to evolve to discover use cases beyond speculation (Sarah Tavel, GP @ Benchmark)
What the Merge Means for Ethereum (Danny Ryan & Jeff Benson, A16Z Future)
Private Equity Exits in Climate Tech and Critical Infrastructure (Kevin Stevens, Partner @ Energize)
The Seven Deadly Sins of Consumer Technology (Rex Woodbury, Partner @ Index)
The Commerce World Is Grappling With Uncertainty (Damir Becirovic, Partner @ Index Ventures)
Guides, Case Studies, and Best Practices for Operating
How Much Should You Expect Your Startup to Slow in 2022? (Tomasz Tunguz, MD @ Redpoint)
What does it take to raise capital, in SaaS, in 2022? (Christoph Janz, Partner @ Point Nine)
The Pre-Board Board: How to Create Accountability Before You Give Away a Board Seat (Charlie O'Donnell, GP @ Brooklyn Bridge)
Three Startup Pitch Deck Mistakes That Are Red Flags For Venture Investors (Hunter Walk, GP @ Homebrew)
Spell. It. Out. (Leo Polovets, GP @ Susa)
The best thing for your VC career (Yoni Rechtman, Principal @ Slow)
Amplified Tribalism (Packy McCormick, GP @ Not Boring)
Get Rich or Die Tryin' (Michael Dempsey, GP @ Compound)
Time-to-Utility and Jobs to be Done (Tanay Jaipuria, ex-RDV)
Remote, Hybrid, or In-Person? (Fred Wilson, GP @ USV)
Stay Hungry (David Beisel, GP @ NextView)
Tails, You Win (Morgan Housel, Partner @ Collaborative Fund)
The Storytelling of Investing (Kyle Harrison, GP @ Contrary)
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