VC Theses #147 | Healthcare Payments, Gaming Trends, Unbundling of ERPs & more
Sept 25th–Oct 1st | Insights from Distributed Ventures, Ansa, Ridge, Daybreak, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Evolution of Healthcare Payments: Past, Present, and Future Opportunities (Carolina Rojas & Shawn Ellis, Distributed Ventures)
The AI Revolution Series (A16Z Team)
Industry Developments & Analyses
Game On: Exploring Gaming Trends, Investments, and Market Segmentation (Marco DeMeireles, GP @ Ansa Capital)
ERP at the Precipice: Unbundling North to South and East to West (Brendan Baker, Partner at Ridge)
The Mobile Revolution vs. The AI Revolution (Rex Woodbury, MP @ Daybreak)
The Tea on Gen Z (Meera Clark, Principal @ Redpoint)
Do We Really Have Too Much AI Infrastructure? (Vivek Ramaswami & Sabrina Wu, Madrona)
The AI Copilot Market Map (Kahini Shah & James Joaquin, Obvious VC)
Guides, Case Studies, and Best Practices for Operating
A Strategic Guide to Sequencing Your Fundraise (Abhishek Maran, VC @ Rampersand)
Moving From Problem-Solution Fit to Product-Market Fit (Ben Yoskovitz, Partner @ Highline Beta)
The B2B SaaS PMF Spectrum: Are You Weak, Strong, or Somewhere in Between? (David Paul, MP @ DWP Capital)
How Startups Can Brace for a Government Shutdown (David Hall, MP @ Revolution)
SaaS Packaging 201: 9 Advanced Lessons for Better SaaS Packaging (Kyle Poyar, Partner @ OpenView)
Additional Reads
AI Regulation (Elad Gil, Angel Investor)
The relationship between risk and return (Pascal Unger, MP @ focal)
Sailing Through the VC Industry's Rough Seas (David Beisel, GP @ NextView)
Should We Pivot? (Jeff Morris Jr, GP @ Chapter One)
The Many Roles at a Venture Fund — And How to Land Them (Halle Tecco, ex-MD @ Rock Health)
Venture Studios & Incubations (Weekend Fund Team)
The Rise of "Early Growth Equity": A Game-Changer for Startups (David Paul, MP @ DWP Capital)
When the valuation hangover finally hits (Janelle Teng, VC @ Bessemer)
Did we miss something?
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