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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Roadmap: Defense Tech (Bessemer Team)
TypeScript – Popular, enterprise ready and an ideal option for AI application development (Rani Kubersky & Joj Ottensooser, Point72 Ventures)
Navigating the Future of Healthcare (Aditya Reddy & Andrew Vogeley, Sapphire Ventures)
The Intersection of Taste and Technology (Meera Clark, Principal @ Redpoint)
Industrial Resilience: Aligning Physical Systems & Digital Breakthroughs (Alexa Liautaud & Paul Kwan, General Catalyst)
Investing Behind GLP-1 Drugs (Grant Demeter, VC @ The Yard Ventures)
Industry Developments & Analyses
The Fastest Growing Software Sectors in 2024 (Tomasz Tunguz, MD @ Theory)
Vertical SaaS, Today — 12th Edition (Anna Khan, GP @ CRV)
The Equal Ventures Insurance Index - Q4 2023 (Rick Zullo & Adam Chadroff, Equal Ventures)
Why 2023 Was AI Video’s Breakout Year, and What to Expect in 2024 (Justine Moore, Partner @ A16Z)
Beyond the Buzz of Generative AI Apps (Massimo Sgrelli, GP @ Lombardstreet Ventures)
Guides, Case Studies, and Best Practices for Operating
Category Takeover: The New Wedges for Beating Incumbents (Santi Subotovsky & Jessica Cohen, Emergence)
Constraints inspire creativity: How to build a massive business in a mediocre economy (Amy Saper, Partner @ Uncork Capital)
A return to company core mission & values (Elad Gil, GP @ Cosmic)
Three Questions Every Enterprise AI Startup Should Ask (Asheem Chandna, GP @ Greylock)
A great startup post-mortem (Sammy Abdullah, GP @ Blossom Street VC)
Your guide to quick wins in SaaS marketing (Kyle Poyar, Partner @ OpenView)
Additional Reads
Large Language Models, How to Train Them, and xAI’s Grok (Chamath Palihapitiya, GP @ Social Capital)
Fundraising advice for emerging GP’s (Boris Wertz, GP @ VersionOne)
Rethinking Follow-On Conventional Wisdom (David Beisel, GP @ NextView)
The Longest View (Dez Fleming, VC @ FirstMark)
The myths of impact in investing, tax policy in innovation and healthcare in emerging markets (Alex Lazarow, MP @ Fluent Ventures)
Decoding Elon Musk (Tanay Jaipuria, Partner @ Wing VC)
Complex Regulation is Bad Regulation: We Need Simple Enduser Rights (Albert Wenger, GP @ USV)
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