VC Theses #82 | New Software Ecosystems, The Rise of SaaS in India, & more
June 26th–July 3rd | Insights from Base10, Greylock, OMERS, Insight, and more
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Investment Themes, Theses, & Outlooks
The Rise of New Software Ecosystems (Rexhi Dollaku & Ajani Smith-Washington, Base10)
The Rise of SaaS in India (Bessemer Ventures Team)
Where Does AI Go Next? (Asheem Chandna, GP @ Greylock)
Diagnostics-as-a-service may be one of the most important opportunities in digital health (Marissa Moore, VC @ OMERS)
Will psychedelics revolutionize mental health treatment? (Christoph Massner, VC @ Earlybird)
Web3 Use Cases: The Future (Packy McCormick, GP @ Not Boring)
Industry Developments & Analyses
Fintech and Climate — Creating Resiliency Through the Application of Financial Services (Kyle Perez, VC @ Anthemis)
Key trends and opportunities defining the next wave of BI and data analytics software (Janelle Teng, VC @ Bessemer)
MLOps: Emerging Trends in Data, Code, and Infrastructure (Tim Porter & Jon Turow, Madrona Ventures)
The answers to real estate’s climate tech questions may be all around us (Dave Mullen, VC @ SVB)
The Road to Global Fintech and Crypto Adoption (Ben Futoriansky, VC @ Cobalt Capital)
Guides, Case Studies, and Best Practices for Operating
The 1-Day Strategy Sprint: Framework, Process, and Tools (Pablo Dominguez & Matt May, Insight)
Surviving the SaaSacre: A TL'DR of VC Insights (Janelle Teng, VC @ Bessemer)
Your Guide to Reverse Trials (Kyle Poyar, Partner @ OpenView)
Stop Overcomplicating It: The Simple Guidebook to Upping Your Management Game (First Round Team)
5 things entrepreneurs need to consider (and probably haven’t, yet) when expanding their distributed workforce (Hope Cochran, MD @ Madrona)
Maintaining Employee Engagement in Uncertain Times (Insight Team)
In Defense of Pay-as-You-Go (Justin Kahl & Alex Immerman, A16Z)
Wealth vs. Getting Wealthier (Morgan Housel, Partner @ Collaborative Fund)
Venture Capital to Innovation Capital (Mike Dempsey, GP @ Compound)
Concentrated Or Bust? The Case for Late-Stage Diversification in VC (Part II) (Luke Skertich, VC @ FJ Labs)
The Seed Investor as the Priest-Jester, Propulsion Partners, and Merchant Media (Sajith Pai, Director @ Blume)
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