VC Theses #127 | Decarbonization, Cloud Infra Trends, Command Line Medicine & more
VC Theses #127 | Decarbonization, Cloud Infra Trends, Command Line Medicine & more
May 7th–May 14th | Insights from Kleiner Perkins, Innovation Endeavo≥rs, Social Capital, Insight, and others
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Investment Themes, Theses, & Outlooks
Decarbonizing the built environment (Sam Smith-Eppsteiner, Partner @ Innovation Endeavors)
4 key cloud infrastructure trends to watch in 2023! (Ashish Kakran, VC @ Thomvest)
Industry Developments & Analyses
Command Line Medicine (Morgan Cheatham, VP @ Bessemer)
Market Map: The Emerging Technology Opportunity in Single-Family Rentals (Nima Wedlake, VC @ Thomvest)
The API Economy (TCV Team)
Unlocking the Potential of Instant Payments: The Federal Reserve’s New Infrastructure (TX Zhuo, GP @ Fika)
Parsing the generative AI application layer (Lonne Jaffe, Michael Spiro, Ashley Hong, Insight)
Learnings exploring the GPT/ LLM space (Louis Coppey, VC @ Point Nine)
Guides, Case Studies, and Best Practices for Operating
Operating Yield (Everett Randle, Partner @ KPCB)
First Principles Of Product In The AI Age (Akash Bajwa, VC @ Earlybird)
Routes to Defensibility for your AI Startup (Louis Coppey, VC @ Point Nine)
How to define a vision for your startup? (Shruti Gandhi, GP @ Array Ventures)
Channel Partnerships in Healthcare: A Founder’s Playbook (Jay Rughani, Annie Collins, & Julie Yoo, A16Z)
Every Customer is a Design Partner - Leading Your Sales Motion with Sales Engineering (Tomasz Tunguz, MD @ Theory)
Additional Reads
The Case for Big Action to Regulate Artificial Intelligence (Chamath Palihapitiya, GP @ Social Capital)
Thin Layers of AI, Thick Layers of Personality (Michael Dempsey, GP @ Compound)
Small Applications, Growing Protocols (Packy McCormick, GP @ Not Boring)
The Impact of Stress on the Well-being of Startup Founders and CEOs (Brad Feld, GP @ Foundry Group)
Chasing The Rush of Creation (Kyle Harrison, GP @ Contrary)
AI Reliability and Building Trusted Brands (Matt Mandel, VC @ USV)
The AI Paradox for VC (Paraj Mathur, VC @ Panoramic)
The Generational Business Trap (Anu Atluru, Angel Investor)
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