VC Theses #95 | TikTokization of Everything, Changing World of Life Sciences, & more
Sept 26th–Oct 3rd | Insights from Index, SignalFire, Obvious Ventures, Redpoint, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The TikTokization of Everything (Rex Woodbury, Partner @ Index)
Rising Middle Class Data, PCP SaaS Marketplace, Furniture Arbitrage (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Rebuilding the Healthcare Delivery Stack, Brick by Brick (Kahini Shah, Principal @ Obvious)
The Changing World of Life Sciences R&D (Jacob Effron, Principal @ Redpoint)
Tech Spending Holding Steady, Even Increasing Despite Market Downturn (Battery Ventures Team)
Can BNPL for business take off in Europe? (Mouro Capital Team)
2Q22 Cloud Earnings Recap (Janelle Teng, VC @ Bessemer)
Guides, Case Studies, and Best Practices for Operating
Getting Ready to Move Upmarket (Joe Morrissey, GP @ A16Z)
Creating products that stick (and how to do it) (Greg Isenberg, Founder @ Late Checkout)
Sequencing Steps from Founder Selling to a VP Sales (Seth DeHart, Venture Partner @ Point Nine)
How to Grow Faster With (Near) $0 CAC (Kyle Poyar, Partner @ OpenView)
The Most Important Concept of 2022’s Startup Downturn is Not Just Surviving, But Staying “Default Investable” (Hunter Walk, GP @ Homebrew)
Deep Collaboration: Why Adobe Had to Buy Figma (Jake Saper & Yaz El-Baba, Emergence)
The Consumer and Retail Hedge (Ben Futoriansky, VC @ Cobalt Capital)
Blockbusters to Unicorns: Parallels within Entertainment and Venture Capital (Jeff Diamond, VC @ Fika Ventures)
Succeeding in Venture Capital is Mostly About Knowing What to Buy. But When To Sell Matters Also. (Hunter Walk, GP @ Homebrew)
The Enchanted Notebook (Packy McCormick, GP @ Not Boring)
Engaging With History (Morgan Housel, Partner @ Collaborative Fund)
The Mysteries of an Economic Engine (Kyle Harrison, GP @ Contrary)
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