VC Theses #161 | 2024 Outlooks & Theses for AI, Fintech, Climate, & more
VC Theses #161 | 2024 Outlooks & Theses for AI, Fintech, Climate, & more
Jan 1st–9th | The latest from Sequoia, USV, Bessemer, Battery, Contrary, and others
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2024 Outlooks & Theses
AI in 2024 (David Cahn, Sequoia)
What Will Happen In 2024 (Fred Wilson, GP @ USV)
10 AI Predictions for 2024 (Rob Toews, GP @ Radical)
Five Software M&A Observations for 2024 (Janelle Teng, VC @ Bessemer)
2024 Predictions from Condensing the Cloud (Battery Ventures)
Fintech in 2024 (Tanvi Lal, VC @ Intuit)
Seismic Waves for 2024: "Optimistic Nihilism" and Consumer Spending (Rex Woodbury, MP @ Daybreak)
A few themes for 2024 (Tanay Jaipuria, Partner @ Wing VC)
What’s next in climate tech: 6 trends for 2024 (Extantia Capital Team)
Retrospectives & Industry Analyses
Having a Conversation With Yourself: 2023 (Kyle Harrison, GP @ Contrary)
When The Tide Goes Out… (Looking Back On Tech Startups And VC In 2023) (Semil Shah, GP @ Haystack)
What Happened In 2023 (Fred Wilson, GP @ USV)
Guides, Case Studies, and Best Practices for Operating
Your guide to better email (Kyle Poyar, Partner @ OpenView)
12 Great Pieces of Company-Building Advice We Heard in 2023(Rebecca Buckman, Partner @ Battery)
Additional Reads
Category Creation & Capital in technology (Michael Dempsey, GP @ Compound)
Series A’s Are Gone and They’re Not Coming Back Soon (Yoni Rechtman, Principal @ Slow)
Things I Think I Think - Q4 2023 (Chris Neumann, GP @ Panache Ventures)
The Next Consumer Investing Boom: an 11-factor framework for evaluating startups (Manan Modi, Angel Squad @ Hustle Fund)
Active vs. Passive Learning (Morgan Housel, Partner @ Collaborative Fund)
Make Hay When the Sun Shines : Liquidity in Startup Exits (Tomasz Tunguz, MD @ Theory)
Replacing "Non-consensus and Right" with "Differentiated and Good" for Emerging VC Managers (Charles Hudson, GP @ Precursor)
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