VC Theses #150 | AI Marketplaces, Navigating the Shifting Landscapes, & more
Oct 16th–23rd | Insights from NFX, Canaan, Primary Ventures, FirstMark, 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 AI-First Marketplace (Pete Flint, GP @ NFX)
The Business of AI Agents (Nandu Anilal, VC @ Canaan)
The Next Era of Consumer Generative AI (Primary Ventures Team)
Industry Developments & Analyses
Navigating The Contradictions: The 2023 Venture Capital Landscape (Adam Nelson, MD @ FirstMark)
10 Charts That Capture How the World Is Changing (October 2023) (Rex Woodbury, MP @ Daybreak)
Resetting expectations for VC investing in health tech (Christina Farr, Principal @ OMERS)
The History of AI and ML in Insurance: Part 1 (Distributed VC Team)
“Shifting Landscapes” — Rise of the Rest’s 2023 Annual Report (Revolution Team)
How to Scale Nuclear Power (Ryan McEntush, Partner @ A16Z)
Guides, Case Studies, and Best Practices for Operating
The AI Bubble Playbook (Doug Clinton, MP @ Deepwater)
Processes Before People (Robin Butler, Partner @ Sturgeon)
How to build a killer sales pitch (Lenny Rachitsky)
Play to Win: Mobile Game Soft Launch Best Practices (Doug McCracken & Joshua Lu, A16Z)
B2FI: Demystifying Software Sales Into Financial Institutions (A16Z Fintech Team)
2023 State of SaaS Pricing: How B2B Leaders Use Pricing to Come Out on Top (Sarah DeVries & Sanji Johari, OpenView)
Additional Reads
The Techno-Optimist Manifesto (Marc Andreessen, GP @ A16Z)
How To Become The Greatest Venture Capitalist (Alex Lazarow, MP @ Fluent Ventures)
Venture capital restarts: Navigating the funding desert to unlock extreme value (Tribe Capital Team)
Superlinear Returns (Paul Graham, Founder @ Y Combinator)
Understanding Venture Studio Math (Ben Yoskovitz, Partner @ Highline Beta)
Second-Time Founder Anxiety (Ryan Hoover, VC @ Weekend Fund)
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