VC Theses #118 | Crypto Gaming, Playing Offense in a Downturn, & more
March 5th-12th | Insights from Acrew, Fika, Balderton, 8VC, Battery Ventures, and others
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Investment Themes, Theses, & Outlooks
Thesis Spotlight: Crypto Gaming (Acrew Capital Team)
Opportunities for Innovation in the Insurance Agency Software Stack (Rick Zullo & Adam Chadroff, Equal Ventures)
Data mesh: a true paradigm shift? (Margaux Wehr, VC @ Balderton)
Foundation Models: How Startups Can Win With Generative AI (Madrona Ventures Team)
3 Things: Chat Module for Webpages, Medical Instacart, T&Cs Summarization (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Playing Offense in a FinTech Downturn (Tianxiang Zhuo, GP @ Fika)
10 Charts That Capture How the World Is Changing (Rex Woodbury, Partner @ Index)
The Current State of Vertical SaaS (Zeeza Cole & Taylor Brandt, BCV & Headline)
Your guide to AI: March 2023 (Nathan Benaich, GP @ Air Street Capital)
The Public Health Emergency is ending — now what? (Jess Schram, VC @ Swiftarc Ventures)
Reports of the Death of Enterprise Tech Spending Have Been Greatly Exaggerated (Battery Ventures Team)
Guides, Case Studies, and Best Practices for Operating
Advice to Rising VCs and Founders Navigating The Correction (David Golden & Alex Shtarkman, Revolution)
Crossing the Desert (Tribe Capital)
Building Customer Love (Kyle Harrison, GP @ Contrary)
Double-Edged Founders (Jean de La Rochebrochard, MP @ Kima Ventures)
Growing self-serve from 0 to 70%+ (Kyle Poyar, Partner @ OpenView)
2023 Go-to-Market Survey - Understanding How Startups Have Shifted in 2023 (Tomasz Tunguz, ex-MD @ Redpoint)
Additional Reads
The FTC versus America (Joe Lonsdale, GP @ 8VC)
5-Million Raised and $1M in Revenue (David Paul, MP @ DWP Capital)
Internet Computers (Packy McCormick, GP @ Not Boring)
Product or Production? (Anu Atluru, Angel Investor)
The War on Suffering (Katherine Boyle, GP @ A16Z)
Narrative Cycles & Conviction in Technology (Mike Dempsey, MP @ Compound)
Considerations for AI-Native Startups (Tanay Jaipuria, Partner @ Wing VC)
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