VC Theses #153 | The Big Fintech Opportunity, Future of Music, Hospitals Under Siege & more
Nov 5th–12th | Insights from Point72, A16Z, Bain Capital Ventures, SignalFire, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Gaming – The Next Big Opportunity in Fintech? (Sugam Sarin & Cameron McGinn, Point72 Ventures)
The Future of Music: How Generative AI Is Transforming the Music Industry (Justine Moore & Anish Acharya, A16Z)
Top 10 Trends for Data in 2024 (Tomasz Tunguz, MD @ Theory)
Industry Developments & Analyses
Hospital Sector is Under Siege.. (Michael Greeley, GP @ Flare Capital)
Healthcare is flatlining, but GPT-4 could revive it (SignalFire Team)
What the new CFPB proposal could mean for fintech (Seema Amble & Marc Andrusko, A16Z)
5 Key Takeaways on the Current State of Generative AI in the Enterprise (Scott Goering & Evan Witte, Battery Ventures)
Generative AI Is Reinventing Logistics Tech (Zeeza Cole, Principal @ BCV)
LLMs and Sneaky Big Markets (John Gianakopoulos, Principal @ Scale VP)
OpenCloud 2023: Software’s AI-Driven Watershed Moment (Battery Ventures Team)
B2B payments aren’t payments, they’re workflows (Matt Brown, Partner @ Matrix)
Guides, Case Studies, and Best Practices for Operating
Designing free trials that close deals (Jim Stoneham, Partner @ SignalFire)
Take Time to Process Startup Failure - Please Don't Do a Rebound Startup (Charles Hudson, GP @ Precursor)
Make it Easy for Customers to Love You (Chris Neumann, GP @ Panache Ventures)
12 Principles on Building & Scaling Company Culture (Travis May, GP @ Shaper Capital)
Resisting Siren calls: Odysseus, NDRs and Product Expansion (Norman Fiore & Shamillah Bankiya, Dawn Capital)
How to Maximize ROI on Your Early Paid Advertising Efforts (Dragos Bogdan, Advisor @ OpenView)
Additional Reads
State of the Venture Market - 2023 (Peter Schmidt, Sr. Associate @ Refinery)
When MVPs aren't the most valuable: how to approach markets with few early adopters (Jackie DiMonte, ex-Partner @ Chicago Ventures)
Discount rates in venture backed startups (Jerry Neumann, GP @ Neu VC)
VC markets are healthy, but M&A isn’t (Sammy Abdullah, GP @ Blossom Street)
The Bubble Brains of Silicon Valley (Kyle Harrison, GP @ Contrary)
Avoiding Cynicism (David Beisel, GP @ NextView)
Big Tech and investing in AI startups (Tanay Jaipuria, Partner @ Wing VC)
How The Fundamental Limits of Intelligence May Shape AI Business Models (Rob May, Partner @ AI Operators Fund)
4 Reasons Why Pre-Seed VC Firms and Startups Are So Much Alike (Massimo Sgrelli, GP @ Lombardstreet Ventures)
Nvidia Envy: understanding the GPU gold rush (John Luttig, Principal @ Founders Fund)
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