VC #164 | Unbundling ERPs, Vertical Software 2.0, Prosumer, & more

Jan 22nd–28th | The latest from Dawn Capital, USV, A16Z, Bessemer, Matrix, and others

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This newsletter curates a selection of posts featured on the website each week.

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Investment Themes, Theses, & Outlooks

• Opportunities in the unbundling of mid-market ERP (Dawn Capital Team)

• Where We Are Investing in 2024 (Rob Go, GP @ NextView)

• Healthcare at the Edge (Jared Hecht & Andy Weissman, USV)

• Vertical Software 2.0 (Louis Coppey, Partner @ Point Nine)

• New Year, New Fintech Trends (Marc Andrusko, Partner @ A16Z)

• Investing at the Edge of Large Markets Under Transformative Pressure (Nick Grossman, GP @ USV)

• The Multimodal AI Revolution (Sarah Du, VC @ Bessemer)

• The Future of Prosumer: The Rise of “AI Native” Workflows (A16Z Team)

• Healthtech 2024: Voices in My Head… (Michael Greeley, GP @ Flare Capital)

Industry Developments & Analyses

• Deep Dive: Artificial Intelligence (Chamath Palihapitiya, GP @ Social Capital)

• In Property Insurance, Climate Change is Everything (Rick Zullo & Adam Chadroff, Equal Ventures)

• Collective Intelligence, Multi-Agent Debate, & AGI (Michael Dempsey, GP @ Compound)

• Dark software (Matt Brown, Partner @ Matrix)

• Fintech in Q4: The Return of BNPL and (Maybe) Crypto (Abdul Abdirahman & Zoey Tang, F Prime)

• Mixed Reality in Healthcare (Vickram Pradhan, VC @ Sopris Capital)

• The Convergence of DefenseTech and Climatetech: A Nexus of Innovation (Bilal Zuberi, Partner @ Lux Capital)

• US vs Europe — Comparing Two Startup Ecosystems (Jasper Platz, VC @ G2VP)

• Efficient, “Unhinged” and More Personalized Than Ever: The State of Marketplaces 2024 (Battery Ventures Team)

Guides, Case Studies, and Best Practices for Operating

• M&A advice from investment bankers (Sammy Abdullah, GP @ Blossom Street VC)

• When (and Why) to Build on the Salesforce Platform (Shiran Shalev, Dallin Bills, & Aaron Neil, Battery Ventures)

• A Playbook for Building a B2B Network Business (Travis May, GP @ Shaper Capital)

• Hiring B2B sales reps (Sammy Abdullah, GP @ Blossom Street VC)

Additional Reads

• Welcome back to the Unicorn Club, 10 years later (Aileen Lee & Allegra Simon, Cowboy Ventures)

• The Future of Venture Studios is Vertical (Ben Yoskovitz, Partner @ Highline Beta)

• Does the product get better over time? (Nikhil Basu Trivedi, GP @ Footwork)

• Death by M&A (Demren Sinik, VC @ Vine)

• The Builder Mindset (Roger Ehrenberg, MP @ Eberg Capital)

• Multi-Hit Wonders: Embracing Apps With Short Shelf Life (Li Jin, GP @ Variant)

• A Crowdsourced List of Books and Resources for New Venture Capitalists (Charles Hudson, GP @ Precursor)

• Venture debt — no longer a no-brainer (Tilman Langer, GC @ Point Nine)

• Crazy Ideas (Rex Woodbury, MP @ Daybreak)

• Is This The Year Apple Awakens in AI? (Vivek Ramaswami & Sabrina Wu, Madrona)

• AI Drove the Largest New Bookings of Any New Product (Tomasz Tunguz, MD @ Theory)

• The Techno-Industrial Revolution (Packy McCormick, GP @ Not Boring)

• The Longest View (Dez Fleming, VC @ FirstMark)

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