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VC Theses #136 | Tech for New Energy, Personal AI, Displacing Systems of Record, & more
July 9th–16th | Insights from Picus, Emergency, Coatue, Bessemer, and others
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Investment Themes, Theses, & Outlooks
The Tech for a New Energy Era (Picus Capital Team)
The Next 'Generation' of Fintech Automation (Nikita Andersson, VC @ Hummingbird)
Healthcare x Gen AI: What makes a good use case? (Tyler Olkowski, VC @ Greycroft)
Does it Make Sense to Invest in a Foundation Model Startup? (Abhishek Maran, VC @ Rampersand)
A Trillion Dollar Market: Personal AI (Doug Clinton, GP @ Deepwater)
Industry Developments & Analyses
Our internal framework for identifying AI opportunities in financial services (Lotti Siniscalco & Kyle Murphy, Emergence Capital)
Climate: Changing the narrative on “hard to abate” sectors (Sam Smith-Eppsteiner & Carrie von Muench, Innovation Endeavours)
The Equal Ventures Insurance Index (Rick Zullo & Adam Chadroff, Equal Ventures)
New Alpaca Field Study: Real Estate’s Adoption of AI (Daniel Fetner & Kevin Grathwohl, Alpaca VC)
AI & The Era of Ever-Evolving Employment (Meera Clark, Principal @ Redpoint)
Are we in the early innings of an AI M&A spree? (Ryan Shannon, VC @ Radical Ventures)
Guides, Case Studies, and Best Practices for Operating
Land vs. Expand: Growth formula shifts during downturns (Janelle Teng, VC @ Bessemer)
It's Not Your Fault, But It's Your Problem (Charles Hudson, GP @ Precursor)
The Openness of AI – A deep dive on OpenAI (Kyle Harrison, GP @ Contrary)
A few product lessons from Threads (Tanay Jaipuria, Partner @ Wing VC)
Preempting the Round (Jared Hecht, Co-Founder of GroupMe & Fundera)
There is No Such Thing as Series A Metrics (Tomasz Tunguz, MD @ Theory)
Can PLG beat Salesforce? (Kyle Poyar, Partner @ OpenView)
So, You Want to Find PMF in the US? (Anurag Wadehra for Blume VC)
Displacing Systems Of Record: Systems Of Action As A Wedge To Integrate And Surround (Akash Bajwa, VC @ Earlybird)
East Meets West – 2023 Macro (Coatue Team)
What is product-market fit, anyway? (Eniac Ventures Team)
Washington: Will You Let AI Make Us Healthier? (A16Z Team)
The Billion Dollar Revenue Club (Nikhil Basu Trivedi, GP @ Footwork)
Angel Investing: Start with a Plan (David Beisel, GP @ NextView)
Revisiting A Tale of Two Markets (Kyle Harrison, GP @ Contrary)
Bundling, Unbundling, and Timing (Matt Brown, Partner @ Matrix)
Can you Compound?(Dez Fleming, VC @ FirstMark)
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