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VC Theses #87 | Future of Mobility, Healthcare, Frontier Tech, & more
Aug 1–7th | Insights from Alpaca, Loup, Compound, Redpoint, OpenView, and others.
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Future of Mobility — EV and Parking Tech Field Study (Alpaca VC Team)
The Future of Healthcare According to Big Tech (Gene Munster & Rebecca Mulberg, Loup Ventures)
Frontier Tech Developments (Nicole Ruiz, VC @ Compound)
HelloFresh for Instant Pot, Next Gen TIGER 21, No More "See a Demo" Forms (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Reflections on the Consumer Correction: A July Jump (Meera Clark, Principal @ Redpoint)
Ecommerce Is Slowing But Consumer Spending Is Still Strong (For Now)(Damir Becirovic, Partner @ Index)
Can Medicare Save the InsurTech Market? (TX Zhuo & James Shecter, Fika Ventures)
New Approaches To the Old-School Relational Database (Kaitlyn Henry & Sam Broner, OpenView)
Predictably Unpredictable (Part II): Is Fintech Really Dead? (Medha Agarwal, Partner @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
Introducing the 2022 Post-Sales GTM Report (Insight Partners)
Trial and Error, Part 1 (Jerry Neumann, GP @ Neu VC)
Successful Software Startups Generate 10x the Value of Total Venture Dollars Raised (Tomasz Tunguz, MD @ Redpoint)
Fundraising in a new environment, then and now (Minn Kim, Partner @ On Deck)
7 Bits of practical advice for startups growing in a resource-constrained environment (Amanda Herson, Principal @ Founder Collective)
The Seven Heavenly Virtues of Consumer Technology (Rex Woodbury, Partner @ Index)
Reality Catches Up (Morgan Housel, Partner @ Collaborative Fund)
Default Optimism (Dez Fleming, VC @ FirstMark)
Power to the Immigrant (Ben Futoriansky, VC @ Cobalt)
The Tales of Their Usefulness Have Been Greatly Exaggerated (Kyle Harrison, GP @ Contrary)
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