VC Theses #126 | High Risk Industries, Proptech, Last VC Investment, & more
VC Theses #126 | High Risk Industries, Proptech, Last VC Investment, & more
April 30th–May 7th | Insights from A16Z, Emergence, Lightspeed, USV, and others
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Investment Themes, Theses, & Outlooks
Beyond Payments for High-Risk Industries (Sumeet Singh & Seema Amble, A16Z)
Specialized Software Will Win in the Age of Generative AI (Gordon Ritter, GP @ Emergence)
How Chatbots Can Become Great Companions (Connie Chan, GP @ A16Z)
Industry Developments & Analyses
Putting the Tech Back in Proptech (Lightspeed Fintech Team)
Primer: Key drivers of success for digital lenders in emerging markets (Saad Hasan, Principal @ Sturgeon Capital)
How the U.S. Can Rewire the Pentagon for a New Era (Porter Smith & David Ulevitch, A16Z)
Agents on the Brain (Lauren Reeder, Cornelius Menke, & Stephanie Zhan, Sequoia)
Seismic Waves of Gen Z Behavior (Rex Woodbury, Partner @ Index)
Why AI Won't Be the Investment Opportunity Everyone Thinks It Is (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Guides, Case Studies, and Best Practices for Operating
The 16 Commandments of Raising Equity in a Challenging Market (A16Z Team)
Making Sense of Accelerator Terms (Chris Neumann, GP @ Panache Ventures)
This is NOT your value prop (Kyle Poyar, Partner @ OpenView)
The Art of Crafting Your Startup's Story (Abhishek Maran, VC @ Rampersand)
Think $1M ARR Means You’ve Achieved Product Market Fit? Think Again. (Kaitlyn Henry, VP @ OpenView)
6 topics to include in founder updates to investor (Trace Cohen, Partner @ NYVP)
Additional Reads
The Twenty Year Itch: My Last VC Investment Out of Brooklyn Bridge Ventures (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Trust and Artificial Intelligence (Andy Weissman, MP @ USV)
Truly Feeling the Power Law (David Beisel, GP @ NextView)
Lindy Investing Principles (Akash Bajwa, VC @ Earlybird)
Technology's Impact on Jobs (Tanay Jaipuria, Partner @ Wing VC)
Looking for Leverage (Dez Fleming, VC @ FirstMark)
Observations from my trip to India (Boris Wertz, GP @ Version One VC)
The Greatest Profitability Turnaround in Software History(Tomasz Tunguz, MD @ Theory)
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