VC Theses #93 | The Dawn of Generative AI, Evolving Healthcare, & more
Sept 12th–18th | Insights from Nextview VC, Bessemer, TCV, Upfront, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Dawn of Generative AI (David Beisel, GP @ Nextview VC)
The Evolving Healthcare Product Landscape (Morgan Cheatham, VP @ Bessemer)
The New Learning Economy: It’s Time To Build in Education (Anne Lee Skates, Partner @ A16Z)
The Future of Crypto Native Consumer Products Part 4: Digital Identities (Mercedes Bent, Partner @ Lightspeed)
Industry Developments & Analyses
Simplifying Cross-Border Payments (Joe Schmidt & Anish Acharya, A16Z)
E-commerce Needs another Revolution: Meet the Companies Leading It (Mina Mutafchieva & Virginia Pozzato, Dawn Capital)
Zero Knowledge Canon (A16Z Crypto Team)
Part I: DAOs as the Future of Work (Ken Lau, VC @ Red Sea Ventures)
The New Creator Playbook: Jumpstarting Communities Through Tokens (Li Jin, GP @ Variant)
Guides, Case Studies, and Best Practices for Operating
Your Customers' Profitability is Your Startup's Future Health (Tomasz Tunguz, MD @ Redpoint)
14 Tips on How to Sell to Private Equity and Venture Capital Funds (David Teten, Partner @ Versatile VC)
A Framework for Finding A Design Partner (Seema Amble & Jennifer Li, A16Z)
The Dangers of Inflation for Software CEOs—and One Way to Fight It (Morad Elhafed, GP @ Battery)
Do I need a General Counsel at my startup (Guru Chahal, Partner @ Lightspeed)
What Does the Post Crash VC Market Look Like? (Mark Suster, GP @ Upfront)
When Art and Technology Collide (Rex Woodbury, Partner @ Index)
The Sugar Babies of Stanford University (Mike Solana, VP @ Founders Fund)
Why Figma is Worth $20B And Other Observations From The Adobe Acquisition (Hunter Walk, GP @ Homebrew)
Working Harder and Smarter (Packy McCormick, GP @ Not Boring)
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