VC Theses #146 | AI in Healthcare, Vertical Operating Systems, Wild West of eComm, & more
Sept 18th–24th | Insights from A16Z, Sequoia, Upper90, Picus, Elad Gil, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Commercializing AI in Healthcare: The Jobs to be Done (A16Z Team)
Generative AI Act Two (Sonya Huang & Pat Grady, Sequoia)
Vertical Operating Systems and Embedded Fintech (Upper90 Team)
Industry Developments & Analyses
The Wild West of E-Commerce (Rex Woodbury, MP @ Daybreak)
Climatetech & Fintech: Converging into the 2020s (Picus Capital & FinTech Collective)
Follow the GPUs Perspective (David Cahn, Partner @ Sequoia)
Fintech Fuels Global Payments (A16Z Team)
Software Transcends Borders—Why Not Money? (Angela Strange, Joe Schmidt, and Gabriel Vasquez, A16Z)
LLMs: Legal language models and the end of legalese (Wayne Hu, Partner @ SignalFire)
Unicorn Market Cap 2023: Rise of AI (Elad Gil)
Guides, Case Studies, and Best Practices for Operating
Are You Ready To Be a Public Company? (David George, GP @ A16Z)
Your guide to CAC payback period (Kyle Poyar, Partner @ OpenView)
Top 10 Questions Founders Must Be Ready to Answer When Fundraising (Trace Cohen, Partner @ NYVP)
Lessons From Instacart's Magic and Intensity (Scott Holloway, GP @ Starting Line)
Helpful Boards (Jared Hecht, Co-Founder @ GroupMe & Fundera)
Product-led Sales: An In-depth Blueprint for Action (Harsh Jawharkar for OpenView)
Additional Reads
A reflection on a decade: 10 lessons after 10 years in VC (Angela Tran, GP @ VersionOne)
7 Powers: Opportunities in AI (Shravan Narayen, Partner @ IVP)
Lessons learned from a hot month for IPO's (Ryan Shannon, VC @ Radical Ventures)
Becoming An Allocator (Kyle Harrison, GP @ Contrary)
We Need New Forms of Living Together (Albert Wenger, GP @ USV)
How Eniac invests in AI at the application layer (Hadley Harris & Coleman Clyde, Eniac)
Sometimes No Is the Beginning, Not the End (Charles Hudson, GP @ Precursor)
On Valuations and Hyped Seed (Liam Shalon, Director @ Level)
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