#276 | World Models, Physical AI transforming industries, & more
March 22nd | The latest from Bessemer, Felicis, A16Z, QED, Theory, and others
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Investment Themes & Industry Analyses
World Models: Computing the Uncomputable (Packy McCormick, GP @ Not Boring)
50 startups transforming industries with physical AI (Bessemer Team)
Rocket Fuel for AI (Astasia Myers, GP @ Felicis)
The internet ruined customer service. AI could save it. (Sarah Wang, Partner @ A16Z)
What the dire straits in Hormuz mean for new energy flows (Climate Tech VC)
Why the World Still Runs on SAP (Eric Zhou & Seema Amble, A16Z)
We Need to Talk About Agents (Euclid Team)
Application Software: Earnings Recap (Akash Bajwa, Principal @ Earlybird)
Your Data Agents Need Context (Jason Cui & Jennifer Li, A16Z)
Guides, Case Studies, and Best Practices for Operating
Nothing Goes Viral by Accident (Rex Woodbury, MP @ Daybreak)
The Monoculture of Startups Methods (Jerry Neumann)
Corporate Venture Capital: A user guide (Amias Gerety, Partner @ QED)
Your product won’t sell itself (Jason Rosenthal, Partner @ A16Z Crypto)
Agent-led growth: The next GTM motion is already here (Neal Behrend, SVP @ Insight)
Conference marketing for startups: How to drive real ROI on a lean budget (Mitchell Yee, SignalFire)
Investing In AI: Six Mental Models To Tell Moats From Traps (Rob May, GP @ Half Court)
GTM AI How to Guide: Pipeline Intelligence Engine (Mandy Cole, Partner @ Stage 2)
Additional Reads
Consensus is the Enemy (Abhishek Maran, VC @ Rampersand)
How Inconceivable Startups Happen (David Cahn, GP @ Sequoia)
Counting Cards in Venture (Collin Wallace, GP @ Lobby Capital)
Not All Systems of Record Are Created Equal (Jamie Tomalin, VC @ Triple Point)
The 40-Year Old Career Model AI Just Broke (Ben Yoskovitz, Partner @ Highline Beta)
The Dark Matter of Work (Evan O’Donnell, GP @ Timespan)
Investing at the Edge of the Map (Scott Hartley, GP @ Everywhere)
The 12x Bet on AI (Tomasz Tunguz, MD @ Theory)
The Consensus Machine (Melody Koh, Partner @ NextView)
The Great Circle of Life (Kyle Harrison, GP @ Contrary)
Counting the things that count (Youssef Kalad, VC @ AlleyCorp)
Agency, not agents. (Yoni Rechtman, Partner @ Slow)
The Infinite Game: What Artists Know That Founders Don’t (Pete Flint, GP @ NFX)
Notes:
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