VC Theses #96 | $100 Trillion Opportunity in Marketplaces, Future of FemTech, & more
Oct 3rd–9th | Insights from Index, Equal, Interlace, Obvious VC, A16Z, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The $100 Trillion Opportunity in Marketplaces (Rex Woodbury, Partner @ Index)
4 Key Trends Emerging from ITC (Rick Zullo, GP @ Equal)
SNBL: A new way to pay (Erik de Stefanis, Partner @ Interlace)
3 Things: Eataly for Blue Zones, AI Prompt Generation/Testing, BodyTutor for Productivity (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The Future of FemTech Is Here (Kristen Shipley, VC @ Obvious)
Next Gen Real Estate: Activating the PropCo/OpCo Flywheel (Alpaca VC Team)
Charts to Chew On: A September to Remember (Meera Clark, Principal @ Redpoint)
Direct-to-clinician: How product-led growth is transforming healthcare and life sciences (Morgan Cheatham, VP @ Bessemer)
The Creator Economy vs The Power Law (Abhishek Maran, VC @ Folklore Ventures)
Guides, Case Studies, and Best Practices for Operating
An Early Investor's Postmortem of The Wing (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Should you buy a media company? 🎙 (Kyle Poyar, Partner @ OpenView)
Contracting for speed (Daniela Raffel, VP @ Dawn Capital)
Why Your Next ‘Yes’ Hire Might Come From Someone Who Just Said ‘No’ To Your Job Offer (Hunter Walk, GP @ Homebrew)
What I’ve Been Up To Lately (Marc Andreessen, GP @ A16Z)
Back to the office (Elad Gil, Solo GP)
Just How Troubled is the Bay Area Startup Scene? (Tomasz Tunguz, MD @ Redpoint)
Advice for an Open-Ended Job Search (Nicole Ruiz, Investor @ Compound)
Learnable Empathy (Kyle Harrison, GP @ Contrary)
How Do I Teach These Kids?!(Packy McCormick, GP @ Not Boring)
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