VC Theses #111 | Fintech Trends, State of Generative AI, & more
VC Theses #111 | Fintech Trends, State of Generative AI, & more
Jan 16th–22nd | Insights from Lightspeed, A16Z, Bessemer, OpenView, and others
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Investment Themes, Theses, & Outlooks
Fintech Trends for 2023 and Beyond (Mercedes Bent, Partner @ Lightspeed)
Equal's 2023 Research POV (Equal Ventures Team)
Internet marketplaces in India (Anant Puri & Mohammad Faruqi, Bessemer)
big themes, big ideas, big journeys & paths (A16Z Crypto Team)
3 Things: Tock for Freelancers, AI Miro, ChatGPT for Teachers (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Who Owns the Generative AI Platform? (A16Z Team)
The State of Generative AI (Tanay Jaipuria, Partner @ Wing)
How Startups Are Combatting America's Obesity Epidemic (Rex Woodbury, Partner @ Index)
The Intricacies of Finding a Cure (Abhishek Maran, VC @ Folklore)
From Snapshot to Movie: Biosensors and Longitudinal Health Data (Bilal Zuberi, Partner @ Lux)
Generative AI: A Harbinger of Mass Personalization (Ayla Jeiroudi, VC @ XRC)
‘Phase 3 ML Infrastructure’ and the Expanding Machine Learning Market (Astasia Myers, Partner @ Quiet Capital)
Guides, Case Studies, and Best Practices for Operating
Figma’s Early Days: Growth Marketing Lessons (Sean Whitney, Principal @ Craft)
Temu: What It Is, and Why It Matters (Connie Chan, GP @ A16Z)
The key to selling in a downturn—and showing customers why you’re valuable (Joe Morrissey, GP @ A16Z)
Your guide to PLG for complex products (Kyle Poyar, Partner @ OpenView)
Developing a Pricing Engine for SaaS Products (Akash Bajwa, VC @ Earlybird)
Additional Reads
Has Every App Been Built? (Jeff Morris Jr., GP @ Chapter One)
Death of The Generalist Seed VC (Hunter Walk, GP @ Homebrew)
NOW is the time to get ready to go public ! (?) (Ted Wang, Partner @ Cowboy)
Thinning The Herd (Kyle Harrison, GP @ Contrary)
Distribution as Innovation (Kanyi Maqubela, MP @ Kindred)
Is AI the new crypto? (John Luttig, Principal @ Founders Fund)
Making Money from Open Source (Amanda Robson, Partner @ Cowboy)
Differentiation (Packy McCormick, GP @ Not Boring)
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