VC Theses #157 | Big Tech Ideas, Verticalized AI, The Global Energy Transition, & more
VC Theses #157 | Big Tech Ideas, Verticalized AI, The Global Energy Transition, & more
Dec 3rd–10th | Insights from A16Z, Chamath, Greylock, Primary, Elad Gil, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Big Ideas in Tech for 2024 (A16Z Team)
Vertical AI (Christine Kim, Principal @ Greylock)
Verticalized AI — The Drivers Behind the Next Wave of Vertical SaaS (James Murphy, GP @ Forum Ventures)
Dental vertical software: drilling into trends and opportunities (OMERS Team)
Are You Ready to Fight AI-Powered Phishing Attacks? (Amanda Robson, Partner @ Cowboy)
The Uzbek Consumer Opportunity (Robin Butler, Partner @ Sturgeon)
Industry Developments & Analyses
The Global Energy Transition (Chamath Palihapitiya, GP @ Social Capital)
Six imperatives for AI-first companies (Morgan Cheatham, VP @ Bessemer)
The State of Proptech Exits (Alex Shtarkman, VP @ Revolution)
Where are Bangladesh's digital consumers? (Waiz Rahim, VC @ Sturgeon Capital)
From Bacteria to Bedside: The Arrival of CRISPR Medicine (Jorge Conde & Kris Tatiossian, A16Z)
5 Things we look for when evaluating Consumer AI Companies (Jason Shuman & Adetola Olatunji, Primary)
Cracking the AI Open-Source Code - Findings from Our Study (Vic Singh & James Barone, Eniac Ventures)
Measuring whether SaaS scales (Sammy Abdullah, GP @ Blossom Street VC)
The Long and Short of Investing with AI (Doug Clinton, GP @ Deepwater)
Guides, Case Studies, and Best Practices for Operating
The Power of Equipment Financing for Startups (Upper90 Team)
The path from 0 to 100+ paying customers (Kyle Poyar, Partner @ OpenView)
3 Lessons for Building Long-Lasting Successful Companies (Massimo Sgrelli, GP @ Lombardstreet)
How to Think of R&D Spend (David George, GP @ A16Z)
Lessons on building a viral consumer app: The story of Saturn (Lenny Rachitsky)
Unlocking the Power of Early Startup Momentum (Trace Cohen, Partner @ NYVP)
Additional Reads
Capital Efficient Businesses (Elad Gil, GP @ Cosmic)
Competitive Specialization in Founder Support (Rick Zullo, GP @ Equal Ventures)
The Waiting Game (David Beisel, GP @ NextView)
Revisiting The Death of a Venture Fund (Kyle Harrison, GP @ Contrary)
How to Build a Venture Studio: The Checklist (Ben Yoskovitz, Partner @ Highline Beta)
Takeaways from Google's Antitrust Trial (Tanay Jaipuria, Partner @ Wing VC)
7 Ways the Internet Will Get Weirder (Rex Woodbury, MP @ Daybreak)
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