VC Theses #135 | AI Theses, Reshoring Manufacturing, & more

July 2nd–July 9th | Insights from Balderton, Greycroft, Founders Fund, Battery, and others

Jul 9, 2023

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Investment Themes, Theses, & Outlooks

AI in 2023 – Predictions & Theses (Sivesh Sukumar, VC @ Balderton)

Industry Developments & Analyses

The Price of Innovation: AI’s Impact on Your P&L (Nick Crance, VC @ Greycroft)
Hallucinations in AI (John Luttig, Principal @ Founders Fund)
Software’s Secret Role In The U.S. ‘Reshoring’ Manufacturing Trend (Morad Elhafed, GP @ Battery)
Reflections On The European Payments Landscape (Akash Bajwa, VC @ Earlybird)
The Ascendacy of European Tech (Johan Brenner, Partner @ Creandum)
Detection Engineering, A Primer (Priyanka Somrah, VC @ Work-Bench)
Charts to Chew On: A Jubilant June. (Meera Clark, Principal @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

There's No Such Thing as Series A Metrics (Charles Hudson, GP @ Precursor)
On Balancing Profitability and Growth (Abhishek Maran, VC @ Rampersand)
What Does It Mean For A Startup To "Focus"? (Rob May, Partner @ AI Operators Fund)
How startups can sell AI to enterprises (Lisa Liu, Principal @ SignalFire)
How to optimize your pricing page (Kyle Poyar, Partner @ OpenView)

Additional Reads

How to Do Great Work (Paul Graham, Founder @ Y Combinator)
Low Rung Tech Tribalism (Albert Wenger, GP @ USV)
On the 176% annual return of a YC startup index (Jared Heyman, Founder @ Rebel Fund)
The Existential Dread of Cognitive Dissonance (Kyle Harrison, GP @ Contrary)
To deepen or broaden? A b2b story. (Alex Lazarow, ex-Partner @ Cathay Innovation)
How Markets Value Software Companies in 2023 (Tomasz Tunguz, MD @ Theory)
Taylor Swift, Lionel Messi and the Economics of Superstars (Tanay Jaipuria, Partner @ Wing VC)
Immigration: America's Achilles Heel(Chris Neumann, GP @ Panache Ventures)

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