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VC Theses #152 | Disrupting Systems of Record, Headwinds in Logistics, & more
Oct 30th–Nov 5th | Insights from Square Peg VC, Bain Capital, Redpoint, , and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Disrupting systems of record: The generative AI opportunity (Lucy Tan, Principal @ Square Peg)
A Promising Future for DNA and RNA-based Therapies (Earlybird VC Team)
Industry Developments & Analyses
Some musings on the state of innovation in the logistics industry given macro headwinds (Ajay Agarwal, Partner @ Bain Capital Ventures)
Charts to Chew On: The Tea on Q3. (Meera Clark, Principal @ Redpoint)
The Sustainable Global Economy (White Star Capital Team)
The 3P's of AI in Healthcare (Nikita Andersson & Alexander Jenkins, Hummingbird VC)
The Superhero Stack (David Ulevitch, GP @ A16Z)
Pixel Perfect: How AI Unlocks Creativity (Rex Woodbury, MP @ Daybreak)
Guides, Case Studies, and Best Practices for Operating
Lessons learned from a startup that didn’t make it (Lenny Rachitsky)
Usage-Based Pricing Is Popular, But Is It Right For You? Our Rule of Thumb (Tugce Erten & Mark Regan, A16Z)
Raising Your First Round of Capital (Abhishek Maran, VC @ Rampersand)
The Quarterly Sit-Down: How to run more efficient performance reviews (Jim Stoneham, Partner @ SignalFire)
Designing the Future: How AI is Reshaping Product Design (Shravan Narayen, Partner @ IVP)
Three Steps to Applying PLG Concepts to Non-PLG Expansion Cycles (Bill Binch, Partner @ Battery Ventures)
Vertical, horizontal, and ghost markets (Matt Brown, Partner @ Matrix)
Risk Curves in Venture Capital (Akash Bajwa, VC @ Earlybird)
The Impact of Anti-trust on M&A in Startupland (Tomasz Tunguz, MD @ Theory)
Medicine's Endgame (Packy McCormick, GP @ Not Boring)
Surviving The Death of Venture Capital (Kyle Harrison, GP @ Contrary)
Generative AI is not what you think (Casey Flint, VC @ Square Peg)
The AI Elephant in the Boardroom (Dharmesh Thakker, GP @ Battery)
Underwriting Responsible AI: Venture capital needs a framework for AI investing (Leah Morris & Aaron Rosenberg, Radical VC)
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