VC Theses #91 | AI Revolution, The most important forces shaping the world, & more
Aug 29th– Sept 5th | Insights from Elad Gil, Collaborative Fund, Emergence, Battery, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
AI Revolution - Transformers and Large Language Models (LLMs) (Elad Gil, Solo GP)
Three Big Things: The Most Important Forces Shaping the World (Morgan Housel, GP @ Collaborative)
Caregiver Benefits, Social Listening for Communities, Meeting Scribe (Elaine Zelby, Partner @ SignalFire)
The Future of Crypto Native Consumer Products, Part 3: Utility (Mercedes Bent, Partner @ Lightspeed)
Industry Developments & Analyses
State of Healthcare Investing — A Lightspeed Perspective (Galym Imanbayev, Partner @ Lightspeed)
Don't Look Now But Web3 Companies are Beginning to Trade Like their Web2 Counterparts (Tomasz Tunguz, MD @ Redpoint)
What Snowflake’s and ZoomInfo’s Earnings Say About the Current Economic Environment (Dharmesh Thakker & Jason Mendel, Battery)
Field Study: Global Supply Chains — Part 3 (Aubrie Pagano, GP @ Alpaca VC)
Reflections on the Consumer Correction: On Goes August (Meera Clark, Principal @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
Founders, Forget About FOMO (Gordon Ritter, GP @ Emergence)
The “North Star” Efficiency Metric You’re Looking For (Battery Ventures Team)
3 important questions every startup should answer during fundraising (Eric Feng, ex-GP @ KPCB)
200% NDR: What Does it Take to Achieve this Stellar Milestone? (Tomasz Tunguz, MD @ Redpoint)
Modern Demand Management (René Bonvanie, EIR @ Battery)
Rule of 40 valuation premium: The relative impact of each efficiency score component (Janelle Teng, VC @ Bessemer)
What Goes Down Must Go Up? (Michael Dempsey, GP @ Compound)
The Full-Stack VC (Matt McIlwain, MD @ Madrona)
What I Learned in my First Year as a VC (Dez Fleming, VC @ FirstMark)
The Long Tail: The Internet and the Business of Niche (Rex Woodbury, Partner @ Index)
Being Honest About Intellectual Honesty (Kyle Harrison, GP @ Contrary)
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