VC Theses #142 | Consumer Tech Wave, Securing AI, Competitive Destruction, & more
Aug 21st–27th | Insights from Greylock, Benchmark, Battery, Index, Precursor, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Gen Z Consumer Tech Wave Is Coming – Here’s What We’re Tracking (Battery Ventures Team)
Securing AI (Jason Risch, VC @ Greylock)
AI startups: Sell work, not software (Sarah Tavel, GP @ Benchmark)
Industry Developments & Analyses
AI startups: Sell work, not software (Sarah Tavel, GP @ Benchmark)
Avoiding Competitive Destruction from AI (Shravan Narayen, Partner @ IVP)
Early days of AI (Elad Gil, Angel Investor)
Follow the Money: Categories of Consumer Spend (Rex Woodbury, Partner @ Index)
Exploring the Factors Driving Mortgage Rates & Housing Demand (Nima Wedlake, Principal @ Thomvest)
Exploring Long-Term Staking in PoS Networks (Vishal Kankani & Tushar Jain, Multicoin)
Guides, Case Studies, and Best Practices for Operating
Investor Working Session Template (Hayley Barna, Partner @ First Round)
Why Do Investors Care So Much About LTV:CAC? (Jamie Sullivan & Alex Immerman, A16Z)
How to hire your first growth team (Lenny Rachitsky)
Raise Less, Build More (Terrence Rohan, MD @ Otherwise)
What is Appropriate VC Diligence? (Chris Neumann, GP @ Panache Ventures)
The perils of customer selection (Akash Bajwa, VC @ Earlybird)
Additional Reads
The number one piece of advice I give to new VCs launching their investing careers (Charles Hudson, GP @ Precursor)
Venture Capital — We’re Still Not Normal (David Coats, GP @ Correlation)
Minimum Viable Raise (Aashay Sanghvi, Principal @ Haystack)
Venture Narrative Whiplash (Jeff Morris Jr, GP @ Chapter One)
The Decades-Long View (Nikhil Basu Trivedi, GP @ Footwork)
Cracking Open the IPO Window (Tanay Jaipuria, Partner @ Wing VC)
VC's Are Not A Commodity (Abhishek Maran, VC @ Rampersand)
Mean Reversion: When Will Startup Investing Return to Normal? (Tomasz Tunguz, MD @ Theory)
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