VC Theses #78 | Opportunities in Healthcare Fintech, Learning from Circular Economy Innovations, & more
May 29th–June 3rd | Insights from A16Z, Mouro Capital, Redpoint, M25 Group, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
3 Things: Cards Against Crypto, Baby Rental Boxes, Cut the Fat SaaS (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
What can other industries learn from the automotive sector’s circular economy innovations? (Manuel Martinez, GP @ Mouro Capital)
Reflections on the Consumer Correction: A Gray May (Meera Clark, Principal @ Redpoint)
The Cloud Quarterly: A Founder’s Almanac (Battery Ventures Team)
Decentralized Economy: The Building Block of Increased Engagement & Connectivity Between the Masses (Arhat Bhagwatkar, MentorFund)
Food Delivery Costs High and Going Higher (Gene Munster & Mark Golbranson, Loup Ventures)
The Iron Man Model: How Startups and the Military Can Work Together (Jeff Decker for A16Z Future)
Operational Guides & Case Studies
Applying the Burn Multiple to Marketplace Business Models (Jeff Fluhr, GP @ Craft Ventures)
Your guide to growth amid uncertainty (Kyle Poyar, Partner @ OpenView)
6 Rules to Demystify your Sales Stages (Seth DeHart, Venture Partner @ Point Nine)
3 Security Considerations for the Age of Connected Work (Kaitlyn Henry, VP @ OpenView)
Is Now a Bad Time To Be a VC? (Kyle Harrison, GP @ Contrary)
8 Harsh Realities of being a Junior VC (Abhinaya Konduru, VC @ M25 Group)
From Internal Tool to IPO (Tanay Jaipuria, PM @ Instagram)
The Macroeconomic Signal to Watch for Software & Infrastructure Startups (Tomasz Tunguz, MD @ Redpoint)
15,000 Tech Workers Have Been Let Go In May. Were You One of Them? (Hunter Walk, GP @ Homebrew)
If Shakespeare Started a Startup (Dez Fleming, VC @ FirstMark)
Cultural Transmission In the Internet Age (Rex Woodbury, Partner @ Index)
Different Kinds of BS (Morgan Housel, Partner @ Collaborative Fund)
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