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VC Theses #124 | The Education Revolution, Generative AI across sectors, & more
April 16th–April 23rd | Insights from Index, Sequoia, Matrix, A16Z, OpenView, and others
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Investment Themes, Theses, & Outlooks
From Chalkboards to Chatbots: Our Long-Awaited Education Revolution (Rex Woodbury, Partner @ Index)
Industry Developments & Analyses
The best fintechs turn risk into leverage (Matt Brown, Partner @ Matrix)
Maritime: The Last Frontier of Supply Chain Tech (Sean Simons, VC @ Newark VP)
AI 50 2023 (Konstantine Buhler, Partner @ Sequoia)
The Anatomy of a Clinical Trial (Abhishek Maran, VC @ Rampersand)
Payroll is Big Business (Richard Kerby, GP @ Equal Ventures)
How we evaluate D2C companies (AfterWork Ventures Team)
Hey Tech, It’s Time To Build. In Healthcare. (Daisy Wolf & Vijay Pande, A16Z)
Guides, Case Studies, and Best Practices for Operating
Aha!’s bootstrapped journey to $100M+ in ARR (Kyle Poyar, Partner @ OpenView)
The Right To Conquer Mid-Market (Akash Bajwa, VC @ Earlybird)
Why Every Startup Needs an AI Strategy (Tomasz Tunguz, MD @ Theory)
Contextualizing the growth vs. profitability trade-off for cloud companies (Janelle Teng, VC @ Bessemer)
Slow and Steady Growth and Fostering Homegrown Talent Wins The Race (Ali Hamed, MP @ CoVenture)
The dry powder fallacy: why there is 50% less startup capital than we think (Jackie Dimonte, Partner @ Chicago Ventures)
How Much will the US Early Stage Venture Market Contract in 2023? (Tomasz Tunguz, MD @ Theory)
Building an Actual Unicorn (Kyle Harrison, GP @ Contrary)
Lessons From Ancient Rome: How Banks Can Learn to Love Start-Ups (Matt Harris, Partner @ Bain Capital)
One Big Web: A Few Ways the World Works (Morgan Housel, Partner @ Collaborative Fund)
Real Clarity (Jean de La Rochebrochard, MP @ Kima Ventures)
LP Update: Navigating AI, VC, Fundraising Today (Shruti Gandhi, GP @ Array Ventures)
In Search of Alpha (Chris Neumann, GP @ Panache Ventures)
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