VC Theses #149 | State of AI, Premium SaaS, Fintech in Africa, & more
Oct 9th–15th | Insights from Air Street, Cathay Innovation, VersionOne, OpenView, Battery, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes & Industry Analyses
Welcome to the State of AI Report 2023 (Nathan Benaich, GP @ Air Street Capital)
Premium SaaS doesn’t get much premium anymore (Sammy Abdullah, GP @ Blossom Street VC)
The evolution of the Open Source market & how Fair Code is taking over (Abel Samot, VC @ Red River West)
The State Of Fintech In Africa (Alex Lazarow, ex-Partner @ Cathay Innovation)
The power of two: How AI can spark both technological and business model innovation (Boris Wertz, GP @ VersionOne)
Guides, Case Studies, and Best Practices for Operating
The definitive SaaS homepage framework (Kyle Poyar & Anthony Pierri, OpenView)
The Must-Have Dashboards and Board Slides for Series B Companies (Bill Binch, Partner @ Battery Ventures)
Templates: Metrics Assessment (Sameer Singh, VC @ Breadcrumb)
How to get press for your product | Jason Feifer (Lenny Rachitsky)
Navigating Early Stage SAFEs: A Guide for Founders to Understand How Stacking Works (Trace Cohen, Partner @ NYVP)
How to future-proof your SEO strategy (Kyle Poyar, Partner @ OpenView)
Additional Reads
VC GPT: How LLMs are strengthening SignalFire’s in-house AI (Heath Black, Product @ SignalFire)
10 ways to leverage LLMs as a Data-Driven VC (Abel Samot, VC @ Red River West)
From Dojo to Deal Flow (David Beisel, GP @ NextView)
LLMs for Dummies (Rex Woodbury, MP @ Daybreak)
The Pace of FOMO Cycles (Kyle Harrison, GP @ Contrary)
The Six Moats of Data Businesses (Travis May, GP @ Shaper Capital)
Correctly Excited (Dez Fleming, VC @ FirstMark)
How To Pivot An AI Company (Rob May, Partner @ AI Operators Fund)
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