VC Theses #73 | DeFi Reconfiguring Finance, The Ownership Economy, & more
April 24–30th | Insights from Battery, Insight, Redpoint, Variant, Point Nine, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
How DeFi Will Reconfigure Financial Services In the Next Decade (Roger Lee & Courtney Chow, Battery Ventures)
Investing in Healthtech: Seeding and Scaling Healthcare at the Intersection of Software, Data, and Empathy (Scott Barclay, MD @ Insight)
Taking On Risk (Jacob Effron, Principal @ Redpoint)
3 Things: Metaverse Flights, Competitive Intel Sleuth, Offshore Mental Health Providers (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The Ownership Economy 2022 (Li Jin, GP @ Variant)
The B2B Marketplace Funding Napkin 2022 (Alex George, Principal @ Point Nine)
The 4 Flows of Supply Chain (Sean Simons, VC @ Newark VP)
The irresistible rise of digital assets – how consumer demand is driving crypto (Manuel Silva, GP @ Mouro)
Web3 Security: Attack Types and Lessons Learned (Riyaz Faizullabhoy & Matt Gleason, A16Z)
Guides, Case Studies, and Best Practices for Operating
On Making Your Startup Inevitable (Eric Paley, GP @ Founder Collective)
Leaky Bucket or Layer Cake? Why You Can’t Ignore GMV Retention (Olivia Moore, Partner @ A16Z)
Your Brand is a Mirage; Your Customer Value Isn’t (Ezra Galston, GP @ Starting Line)
The Complete List of Series B Investors (Alex Iskold, GP @ 2048)
The great VC pullback of 2022 (Matt Turck, Partner @ FirstMark)
Tech IPO Winter is Here: Who survived the frosty conditions and how "frozen" is the window? (Janelle Teng, VC @ Bessemer)
Some Thoughts On Twitter (Fred Wilson, GP @ USV)
Imagine You're a Venture Capitalist... (Tomasz Tunguz, MD @ Redpoint)
Index Bets: From Products to People (Kyle Harrison, ex-Principal @ Index)
Marketplaces are market failures (Yoni Rechtman, Principal @ Slow)
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