VC Theses #99 | Opportunities in Insurance, Rooftop Solar, Virtual Worlds & more
Oct 24th–30th | Insights from Mouro Capital, Alpaca, Redpoint, Coatue, Acrew, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Opportunities in insurance – The intersection of technology and risk (Mouro Capital Team)
Field Study: Future Trends in Rooftop Solar Energy (Alpaca VC Team)
9 Predictions for Data in 2023 (Tomasz Tunguz, MD @ Redpoint)
Thesis Spotlight: Crypto Gaming (Acrew Capital Team)
Thesis Spotlight: Virtual Worlds (Acrew Capital Team)
3 Things: Pipe for Drug Copays, Next Gen Wix, Twitter Intel (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
DeFi Is Getting Stress-Tested with Celsius–Here’s the Silver Lining (Acrew Capital Team)
Grey Skies in Cloud Earnings (Tomasz Tunguz, MD @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
Companies Build "Capabilities" Before They Build "Moats" (Rick Zullo, GP @ Equal Ventures)
Landing Your First Payor Contract: Lessons Learned From Both Sides (Greycroft Team)
How to Target The Right Investors (Alex Iskold, GP @ 2048)
Sales Messaging Falling Flat? Hook Customers By Focusing On Them, Not You (Bill Binch, Partner @ Battery)
Two Questions To Ask During Hiring Reference Checks Instead Of “Where Can They Improve?” (Hunter Walk, GP @ Homebrew)
The economy is changing how startups recruit and compensate — here’s how (Beth Karlsson, Partner @ Lightspeed)
The Hype Cycles of Venture Capital (Kyle Harrison, GP @ Contrary)
Cumulative vs. Cyclical Knowledge (Morgan Housel, Partner @ Collaborative Fund)
Getting off the ‘flywheel of hype’ in tech: putting outcomes over outputs (Rayan Dawud, ex-Partner @ Outliers VC)
Return on Talent for tech companies (Tanay Jaipuria)
Krispy Kreme, Crocs, and Keeping the Main Thing the Main Thing (Rex Woodbury, Partner @ Index)
The Revenue Equation, PMF at Wakefit, and Benchmark Capital (Sajith Pai, Director @ Blume)
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