VC Theses #120 | The Future of Dev Tools, Machine Learning, Healthcare, & more
VC Theses #120 | The Future of Dev Tools, Machine Learning, Healthcare, & more
March 19th-26th | Insights from Sequoia, A16Z, Greycroft, Chamath, and others
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Investment Themes, Theses, & Outlooks
Developer Tools 2.0 (Sequoia Capital Team)
Tomorrow’s machine learning startup opportunities (Oana Olteanu & Adam Vogel, SignalFire)
The Future of Ecommerce: How a Product Becomes a Purchase (Connie Chan, GP @ A16Z)
Game On in the Generative AI Stack (Matt McIlwain, MD @ Madrona)
Barbarians At, Within, and Beyond the Gates: Open Banking & Fintech’s Great Security Opportunity (David Mullen, VC @ SVB Capital)
“Adventure is out there!”: Opportunities in AI x Travel (Bryan Kim & Justine Moore, A16Z)
Industry Developments & Analyses
Unbundling Change Healthcare (Greycroft Team)
Why aren’t there more winner-take-all dynamics in fintech? (Matt Brown, Partner @ Matrix)
A new tech stack for physical industries (Sam Cash, VC @ Project A)
MAD 2023: Top 10 Trends (Matt Turck, MD @ FirstMark)
Guides, Case Studies, and Best Practices for Operating
Advice to Startup Founders and Employees: Strength Doesn’t Always Come in Numbers (Chamath Palihapitiya, GP @ Social Capital)
How to Build Your Startup like Google & Stripe (Tomasz Tunguz, ex-MD @ Redpoint)
How to Make Your Startup Antifragile (Chris Neumann, GP @ Panache Ventures)
Dancing with Elephants: How to Master Enterprise Sales (Philipp Handel, VC @ La Famiglia VC)
How PLG Beats Microsoft: JumpCloud’s Growth Story From 0 To $2.6B (Kyle Poyar, Partner @ OpenView)
What even is a "Moat", anyway? (Ryan Shannon, VC @ Radical Ventures)
Additional Reads
The Hardest Round to Raise in 2023 (Tomasz Tunguz, ex-MD @ Redpoint)
Thinking About AI (Albert Wenger, GP @ USV)
Understanding Stripe's Latest $6.5B Fundraise (Tanay Jaipuria, Partner @ Wing VC)
Where Have All The Good Ones Gone? (Kyle Harrison, GP @ Contrary)
The Happiness Hypothesis (Packy McCormick, GP @ Not Boring)
Maslow's Hierarchy of Startups (Rex Woodbury, Partner @ Index)
Venture Investing in 2023 (Ali Hamed, GP @ Crossbeam)
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