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VC Theses #131 | The Fertility Market, Fintech x AI, Tech Adoption Gauge & more
June 4th–11th | Insights from Lightspeed, OMERS, CRV, Emergence, and others
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Investment Themes, Theses, & Outlooks
Why the fertility market is poised to explode (Christina Farr, VC @ OMERS)
Fintech x AI: The Lightspeed View (Lightspeed Team)
Investing in Insurance Today (Adam Chadroff, VC @ Equal)
Industry Developments & Analyses
AI’s Linux Moment: Open LLM 'Davids' vs. Closed-Source 'Goliaths' (Janelle Teng, VC @ Bessemer)
Emerging B2B Fintech Distribution Channels (Akash Bajwa, VC @ Earlybird)
There’s no AI without SaaS (Anna Khan & Veronica Orellana, CRV)
Vertical SaaS, Today — 8th Edition (Anna Khan, GP @ CRV)
Guides, Case Studies, and Best Practices for Operating
SaaS Metrics 2.0: The Case For Next Era Metrics Playbook (Kyle Poyar, Partner @ OpenView)
How to think about pricing your AI features (Jake Saper, GP @ Emergence)
How to Create Early Startup Financial Projections for VCs (Trace Cohen, Partner @ NYVP)
What are We Seeing as VCs? (Vivek Ramaswami & Sabrina Wu, Madrona)
The 2022 Effect: A Benchmarking Bulletin (Alex Immerman & Sarah Wang, A16Z)
Secondaries in LP Stakes (Ali Hamed, GP @ CoVenture)
Why AI Will Save The World (Marc Andreessen, GP @ A16Z)
Why Market Matters Most to VCs (Chris Neumann, GP @ Panache Ventures)
Observations from the 2023 Enterprise Tech 30 (Tanay Jaipuria, Partner @ Wing VC)
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