VC Theses #122 | Future of Fintech, DevTools, Vertical Systems of Record, & more
April 2nd–April 9th | Insights from Acrew, A16Z, General Catalyst, CRV, Revolution, and others
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Investment Themes, Theses, & Outlooks
Future of Fintech (Charlie Liao, VC @ Acrew)
Vertical Operating Systems: One System of Record to Rule Them All (Joe Schmidt & Kristina Shen, A16Z)
Developing for Developers: the Potential behind B2D Companies (Andre Retterath & Laurin Class, Earlybird)
Revamping Romance Finding Love in the Digital Age (General Catalyst Team)
Healthcare Marketplaces, Where Art Thou? (A16Z Team)
Industry Developments & Analyses
ClimateTech 2023: Lessons from the CleanTech Bubble (Rick Zullo & Simran Suri, Equal Ventures)
Vertical SaaS, Today — 6th Edition (Anna Khan, GP @ CRV)
Proptech 1.0 — A Historical Lookback (Alex Shtarkman, VP @ Revolution)
The Nursing Shortage Crises: A Serious Venture Opportunity? (David Paul, MP @ DWP Capital)
Benchmarking AI productivity gains against smartphones, the internet, and the PC (Ryan Shannon, VC @ Radical Ventures)
Game on in Generative AI! (Vivek Ramaswami & Sabrina Wu, Madrona)
The AI App Store Is Here (Ayush Jain, VP @ Revolution)
Guides, Case Studies, and Best Practices for Operating
The Change in Burn Multiple for Startups in 2023 (Tomasz Tunguz, GP @ Theory)
The Difficulty Ratio (David Sacks & Brian Murray, Craft Ventures)
Tips for Founders Building in AI (Emergence Capital Team)
Why Founders Should Consider the Importance and Impact of Limited Partners (Katie Riester, Partner @ Felicis)
A Total Addressable Market (TAM) Masterclass (Lightspeed Team)
Multi-Product Considerations and a HubSpot Case Study (Alex Clayton & Tanner Bhonslay, Meritech Capital)
Additional Reads
2022 Annual Letter (Chamath Palihapitiya, GP @ Social Capital)
Mental Liquidity (Morgan Housel, Partner @ Collaborative Fund)
Dodd-Frank and Crapo, Meet SVB (Lakshmi Prakash, ex-Associate @ Modern Energy)
The SVB Failure Test (David Beisel, GP @ NextView)
The Marketplace Equation (Paraj Mathur, VC @ Panoramic)
The Give-to-Get Model for AI Startups (David Sacks, GP @ Craft Ventures)
Will AI Take Our Jobs? Exploring AI's Impact on Society (Rex Woodbury, Partner @ Index)
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