VC Theses #115 | The Age of AI, Future of Industrial Design, & more
Feb 13th–19th | Insights from A16Z, G2VP, Matrix, Madrona, Bling Capital, and others
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Investment Themes, Theses, & Outlooks
Five Predictions for the Future of Learning in the Age of AI (Anne Skates, Partner @ A16Z)
The future of Industrial Design: Anticipating the next round of disruptors (Daniela Raffel, VC @ Dawn Capital)
2023 Mobility Predictions (G2VP Team)
Models-as-a-Service (Peter G Schmidt, Sr. Associate @ Refinery)
Security’s Fifth Estate: Predictions for 2023 (Rak Garg & Enrique Salem, Bain Capital Ventures)
Industry Developments & Analyses
Doing More with Moore: Biotech’s Tech Moment (Jorge Conde & Jay Rughani, A16Z)
Interchange is a burning platform (Matt Brown, Partner @ Matrix)
Vertical APIs (Ricardo Amram, VC @ Point Nine)
Field Study: Rent Collections & Eviction Solutions (Daniel Fetner, GP @ Alpaca)
Search Wars: 2023 (Vivek Ramaswami & Sabrina Wu, Madrona)
The Alchemy of FinTech Valuations (Ansaf Kareem, Partner @ Lightspeed)
Celebrity Packaged Goods: Is this the death of celebrity & traditional bra(Andrew Ross, Venture Partner @ XRC)
Guides, Case Studies, and Best Practices for Operating
Negotiating Your First Warehouse Facility: Trade-offs Across Terms (David Haber, Melissa Wasser, and JJ Yu, A16Z)
How to Size a Market in 30 minutes (Ben Ling, GP @ Bling Capital)
The Dangers of a High Compensation Culture (Marcus Ryu, Partner @ Battery)
Next-Gen CFOs Need Next-Gen Tools to Power Their Organizations (Tina Dimitrova, VC @ Bain Capital Ventures)
Consumer GTM insights for B2B software (Akash Bajwa, VC @ Earlybird)
Bootstrapping To 8.5+ Million End Users: Inside Uscreen’s Journey to $20 Million ARR and Beyond (Kyle Poyar, Partner @ OpenView)
Where Do Deals Come From — 2022 (David Goldberg, GP @ Alpaca)
Vertical SaaS Decoded: Five Takeaways Investors and Entrepreneurs Often Overlook (Anna Khan, GP @ CRV)
Trickle down valuations (Guy Turner, GP @ Hyde Park)
How Impact Investing Applies to Venture Capital (Rex Woodbury, Partner @ Index)
Dislocation (Kunal Tandon, GP @ El Cap)
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