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VC Theses #121 | Future of DTC, Waves of Fintech, Healthcare Gaps & more
March 26th–April 2nd | Insights from Bessemer, A16Z, NextView, Foundation, Greycroft, and others
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Investment Themes, Theses, & Outlooks
The Future of Direct to Consumer (Annabel Acton & Mike Forster, AfterWork VC)
The Next Horizon in HR Tech: Leave-of-Absence Management (Battery Ventures Team)
Industry Developments & Analyses
The Five Waves of Fintech (Charles Birnbaum & Eric Kaplan, Bessemer)
Second order effects of a bank run on fintech startups (Jack Abramowitz, Principal @ NextView)
The Future of Payments is… Red? (Alex Rampell, GP @ A16Z)
Healthtech: Show Your Magic (A16Z Team)
A Local’s Guide to Fintech Investing (Charles Moldow, GP @ Foundation)
Startups vs Incumbents in AI (Tanay Jaipuria, Partner @ Wing VC)
Davids in the Land of (AI) Goliaths (Vivek Ramaswami & Sabrina Wu, Madrona)
Guides, Case Studies, and Best Practices for Operating
Seed Data Room Template (Beata Klein, Principal @ Creandum)
Primer for Using LLMs (Greycroft Team)
G2 Playbook: Compensation Basics (G2VP Team)
A CEO’s tactical guide to driving profitable growth (Janelle Teng, VC @ Bessemer)
Designing the right business model as a B2B marketplace (Louis Coppey, Partner @ Point Nine)
What makes something defensible? (Abhishek Maran, VC @ Rampersand)
Don't Get Full on the Salad Bar- The Good Assets Are Yet to Avail Themselves (David Paul, MP @ DWP Capital)
The Animal Spirits of Silicon Valley (Ansaf Kareem, Partner @ Lightspeed)
It's Go-Time for Treasury Management (Medha Agarwal, Partner @ Redpoint)
Attention is All You Need (Packy McCormick, GP @ Not Boring)
The future of programming with large language models (Kojo Osei, VC @ Matrix)
For B2B Generative AI Apps, Is Less More? (Zeya Yang & Kristina Shen, A16Z)
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