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VC Theses #116 | The Retail Revolution, End-of-Life Care Innovations & more
Feb 20th–26th | Insights from Index, Fika, SignalFire, Benchmark, and others
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Investment Themes, Theses, & Outlooks
The Retail Revolution 🛍 (Rex Woodbury, Partner @ Index)
Innovations in End-of-Life Care (Vickram Pradhan, VC @ Sopris Capital)
The Modern ML Stack is broken, but it won't be for long (Ryan Shannon, VC @ Radical)
3 Things: Windshield Wipers for Laptops, Jasper for Technical Content, Podcast Search (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
ESG Data & Reporting in Real Estate (Alpaca VC Team)
The AI Moment (Pratyush Buddiga, Chief of Staff @ Susa Ventures)
Healthcare Staffing in the Age of the Apprenticeship Economy (Jeff Diamond & Aaron Szekel, Fika VC)
The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape (Matt Turck, Partner @ FirstMark)
Which Customer Segments are Healthiest During the Downturn? (Tomasz Tunguz, ex-MD @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
Sales Pipeline & Conversion Metrics: 3 Best Practices for Early-Stage Companies (Bill Binch, Partner @ Battery)
Your guide to product-led sales (Kyle Poyar, Partner @ OpenView)
The Startup’s Guide to Customer Advocacy: How to Get Closer to Your Champions (First Round Review)
10x and cheaper in an AI world (Sarah Tavel, GP @ Benchmark)
More Vertical Fintech, Please (Richard Kerby, GP @ Equal Ventures)
M&A as R&D in Technology (Tanay Jaipuria, Partner @ Wing VC)
To Save America, Restore Our Frontier (Joe Lonsdale, GP @ 8VC)
What Is An Investor? (Kyle Harrison, GP @ Contrary)
How It All Works (Morgan Housel, Partner @ Collaborative Fund)
AI Enthusiasm is Not a Bubble and Even if it was We Wouldn’t Necessarily Know it Yet (Hunter Walk, GP @ Homebrew)
Nth Layer Investing (Will Robbins, Partner @ Contrary)
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