VC Theses #129 | Healthcares big problems, Composable CDP, & more
VC Theses #129 | Healthcares big problems, Composable CDP, & more
May 21st–28th | Insights from SignalFire, A16Z, Revolution, Madrona, and others
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Investment Themes, Theses, & Outlooks
How AI and analytics could solve healthcare’s big data problems (Yuanling Yuan, Principal @ SignalFire)
The Rise of the Composable CDP (Jennifer Li, Martin Casado, and Tasso Argyros, A16Z)
Industry Developments & Analyses
The New Generative AI Infra Stack (Matt Lu & Amanda Robson, Cowboy Ventures)
Full-Stack Startups in American Dynamism (Oliver Hsu, Partner @ A16Z)
Potential Conflicts of Interest in Proptech (Alex Shtarkman, VP @ Revolution)
Cybersecurity in the Age of AI (Vivek Ramaswami & Sabrina Wu, Madrona)
Using Generative AI to Unlock Probabilistic Products (Anish Acharya, GP @ A16Z)
Create what you dream: The emerging Generative AI video and 3D landscape (Sandhya Hegde & Alisa Parrett, Unusual VC)
Guides, Case Studies, and Best Practices for Operating
Coping with Down Rounds (Tilman Langer, GC @ Point Nine)
Reframing Laws as Opportunities (Lakshmi Prakash, Silicon Bench)
Typeform’s viral growth – and its disruption? (Kyle Poyar, Partner @ OpenView)
Additional Reads
Emerging Managers are Not OK (Turner Novak, GP @ Banana Capital)
Pricing & Packaging In The AI Paradigm (Akash Bajwa, VC @ Earlybird)
AI Canon (Derrick Harris, Matt Bornstein, & Guido Appenzeller, A16Z)
“Emerging” Emerging Markets Venture Capital (Alex Branton, VC @ Sturgeon Capital)
The Publicly Traded Company Worth 250x More in 10 Years (Tomasz Tunguz, MD @ Theory)
Expectations Debt (Morgan Housel, Partner @ Collaborative Fund)
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