VC Theses #76 | Analyzing & Prepping for the Market Downturn, Next Web3 Biz Models, & more
May 15th–21st | Insights from Redpoint, Founders Fund, Craft, Lightspeed, and more.
Hi Everyone 👋,
Given the recent developments in the public and private markets, much of the content this week is around the current downturn. As such, we’ve re-organized the categories temporarily to better showcase the latest analyses from VC firms.
On the Downturn and Navigating the Times
The 4 Startup States During a Recession (Tomasz Tunguz, MD @ Redpoint)
Contextualizing the Consumer Correction (Meera Clark, Principal @ Redpoint)
The Fortune of Failure (Rick Zullo, GP @ Equal)
Reversion to the mean: the real long COVID (John Luttig, Principal @ Founders Fund)
How This Ends (Fred Wilson, GP @ USV)
Operating during a downturn – Video (David Sacks & Jeff Fluhr, Craft)
The upside of a downturn. (Lightspeed Team)
All According To The [Terrible] Plan (Kyle Harrison, Partner @ Contrary)
YC Message to Founders (YC Team)
Questions you should ask as the market melts down (Micah Rosenbloom, Partner @ Founder Collective)
Investment Themes & Industry Analyses
The Next Business Models of Web3 (Jake Tauscher, VC @ G2VP)
Introducing the 2022 State of Crypto Report (A16Z Crypto Team)
Field Study: Global Supply Chains — Part 1 (Aubrie Pagano, Partner @ Alpaca)
Influencer Marketing 2.0 🤳 (Rex Woodbury, Partner @ Index)
Your guide to a new PLG era (Kyle Poyar, Partner @ OpenView)
Guides, Case Studies, and Best Practices for Operating
So You Want to Improve Your Sales Efficiency (Tomasz Tunguz, MD @ Redpoint)
Four sales truths that B2B founders need to learn ASAP (David Frankel, MP @ Founder Collective)
35 Impactful Questions Managers Should Ask Themselves Regularly (First Round Review)
How To Create a Candidate Sell Deck and Use It To Win Talent (Alex Maas, Sr. Manager @ OpenView)
A Startup’s Guide to Launching College Ambassador Programs (Jacob Westphal, Partner @ A16Z)
Newton's Alchemy (Packy McCormick, GP @ Not Boring)
Trying Too Hard (Morgan Housel, Partner @ Collaborative Fund)
Rule of 40 Rules All (Kevin Stevens, Partner @ Energize)
How do you know when to leave a company? (Erik Torenberg, Partner @ Village Global)
What Does It Mean To Be A “Good-Faith Skeptic” & When Is “Bad-Faith” Warranted (Hunter Walk, GP @ Homebrew)
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