VC Theses #117 | The Retail Revolution, Investing in Defense, & more
Feb 26th–March 5th | Insights from General Catalyst, Batter Ventures, SignalFire, A16Z, and others
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Investment Themes, Theses, & Outlooks
The Retail Revolution (Rex Woodbury, Partner @ Index)
Generative AI in the Enterprise: The Promise, Pitfalls and ROI Questions Ahead (Scott Goering & Evan Witte, Battery Ventures)
3 Things: NLP Slide Generator, AI Cheerleader, Visa/Credentialing for Foreign Health Workers (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Investing in Modern Defense & Intelligence (Paul Kwan & Hemant Taneja, General Catalyst)
Commerce Flows vs. Capital Flows (Chelsea Zhang & Rick Zullo, Equal Ventures)
Charts to Chew On: A Faltering February (Meera Clark, Principal @ Redpoint)
The Great Climate Tech Debate — Should VCs be investing in “Digital” or “Frontier” solutions? (Rick Zullo, GP @ Equal Ventures)
The Defining Decade of Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)
Guides, Case Studies, and Best Practices for Operating
Do You Have Lightning In a Bottle? How to Benchmark Your Social App (Bryan Kim, Partner @ A16Z)
How to attract an audience for your product (Kyle Poyar, Partner @ OpenView)
The First Step to Replanning in a Downturn (Mark Regan & Joe Morrissey, A16Z)
Cash Management for Early Stage Startups (Leo Polovets, GP @ Susa)
TAM Mirages (Akash Bajwa, VC @ Earlybird)
Additional Reads
Using Large Language Models Effectively (Jacob Effron & Patrick Chase, Redpoint)
Tools & Platforms in 2023 (Aashay Sanghvi, Principal @ Haystack)
Why AI Won't Cause Unemployment (Marc Andreessen, GP @ A16Z)
Attempting to untangle the messy math behind the "Power Law" (Ryan Shannon, VC @ Radical Ventures)
Who Moved My Venture Cheese? (David Beisel, GP @ NextView)
The Defining Decade of Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)
The COGS in the Machine (Vivek Ramaswami & Sabrina Wu, Madrona)
Patience, Patience, Patience (Abhishek Maran, VC @ Folklore Ventures)
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