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VC Theses #89 | Inflation Reduction Act Impacts, Fundraising in 2022, & more
Aug 15th–21st | Insights from OMERS, SignalFire, G2VP, Redpoint, A16Z, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Telehealth: “Should I Stay or Should I Go…?” (Marissa Moore, VC @ OMERS)
AI Media Company, ZoomInfo for Founders/Investors, Peer Group SaaS (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Make Cents: A Fintech Market Map (Medha Agarwal, Partner @ Redpoint)
Status Traps: Learning from Web2 Social Networks (Sriram Krishnan, GP @ A16Z)
The Product-Led Growth Market Map (Sam Richard, VP @ OpenView)
Tech Companies Know How to Make Money in Hollywood (Rebecca Mulberg & Gene Munster, Loup)
Consumer Fintech Returns to the Trend Line (A16Z Team)
Guides, Case Studies, and Best Practices for Operating
The Centaur Report (Janelle Teng, VC @ Bessemer)
The WFH FAQ: SignalFire’s Remote Hiring Guide For Startups (Heather Doshay & Josh Constine, SignalFire)
Cardlytics – The Largest Advertising Platform You’ve Never Heard Of (Richard Chu, VC @ Saga Partners)
The Strategic Approach to Building a Board(Jeff Stump & Shannon Barbour, A16Z)
Fundraising in 2022: Where We Are & Where We're Going (Tomasz Tunguz, MD @ Redpoint)
Five Lessons from History (Morgan Housel, Partner @ Collaborative Fund)
The Low Energy Trap (Albert Wenger, GP @ USV)
The art of the #dopepass (Nihal Mehta, GP @ Eniac)
The Rise of The Cash Man (Kyle Harrison, GP @ Contrary)
The Pyramid of the Flexible Mind (Doug Clinton, MP @ Loup)
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