VC Theses #88 | Leading with Software for Lending, Is E-commerce dead, & more
Aug 8–15th | Insights from A16Z, Compound, Work-Bench, SignalFire, Bessemer, and others.
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Leading With Software When Building A Lending Business (David Haber, GP @ A16Z)
Frontier Tech Developments (Nicole Ruiz, VC @ Compound)
Modern Data Warehouses Expanding Horizons for New Data Architectures (Priyanka Somrah, VC @ Work-Bench)
3 Things: Walk Scheduler, Link Aggregator, Weighted Sweatshirts (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
E-commerce is dead. (Erik de Stefanis, Partner @ Interlace)
The 2022 Cloud 100 Benchmarks (Bessemer Ventures Team)
Influencer Marketing in the Age of iOS 14.5 (Amanda Morgan, Lerer Hippeau)
What in the world is happening to fintech? (Manuel Silva, GP @ Mouro Capital)
A paean to fintech's resilience (Akash Bajwa, VC @ Earlybird)
Guides, Case Studies, and Best Practices for Operating
Bridge Loans (Fred Wilson, GP @ USV)
Your guide to the first PLG sales hire (Kyle Poyar, Partner @ OpenView)
Scaling Up AI Businesses: What We’ve Learned So Far (Lonne Jaffe, MD @ Insight)
Grabbing the Bear by the Horns (Rex Woodbury & Kyle Harrison)
The World of Consumer Subscription Benchmarks (Ben Futoriansky, VC @ Cobalt)
Do PE Acquisitions of Public Startups Imply We've Hit a Pricing Bottom? (Tomasz Tunguz, MD @ Redpoint)
2022 Best of the Midwest: Startup Cities Rankings (Victor Gutwein, MP @ M25 Group)
Seed Stage Founders Undervalue Angels With Marketing & Comms Expertise (Hunter Walk, GP @ Homebrew)
Rare Skills (Morgan Housel, Partner @ Collaborative Fund)
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