VC Theses #75 | The Sustainable Economy, How Much Farther Can We Fall, & more
May 8th – 14th | Insights from SignalFire, Work-Bench, Alley Corp, CoVenture, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Could Music be NFT's next jam? (Abhishek Maran, VC @ Folklore Ventures)
Web3 Things: Pokemon Go for NFTs, Credit Score for Wallets, r/explainlikeimfivecrypto (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Building the Sustainable Economy (Rex Woodbury, Partner @ Index)
A Quick State of the Enterprise Funding Market (Jonathan Lehr, GP @ Work-Bench)
Disparities in Fertility (Sherman Leung, VC @ AlleyCorp)
A Theory of Justice for Web3 (Li Jin, GP @ Variant)
The Next Wave of Cloud Infrastructure (Sai Senthilkumar, Principal @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
A Framework for Navigating Down Markets (Justin Kahl & David George, A16Z)
Buckets (Ali Hamed, GP @ CoVenture)
So, What Makes a Great COO? (Ryan Caldbeck, Founder @ CircleUp)
Strive to be a Gorilla, not just a Unicorn (Susa Ventures Team)
Hyper-growth is great, but don’t die while trying (Christoph Janz, MP @ Point Nine)
Your guide to support & PLG (Kyle Poyar, Partner @ OpenView)
How Much Further Can We Fall? (Tomasz Tunguz, MD @ Redpoint)
A Few Beliefs (Morgan Housel, Partner @ Collaborative Fund)
Immersion and Perspective (Jordan Cooper, GP @ Pace Capital)
The Stock Dive (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
The Founder Resolve (Fred Wilson, GP @ USV)
Escaping the Great Stagnation (Erik Torenberg, Partner @ Village Global)
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