VC Theses #162 | Future of Health & Fintech, 2024 outlooks, & more
Jan 8–14th | The latest from A16Z, Matrix, USV, Munich Re Ventures, Crosslink and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Industry Analyses
The New Drug Delivery Challenge: How Will Cures Reach Patients? (A16Z Team)
Aligning Incentives: Financing the Promise of Cell and Gene Therapies (Sidra Ahmed & Jimmy Teng, Munich Re Ventures)
Fintech from first principles (Matt Brown, Partner @ Matrix)
Money Problems: The Playbook for Digital Lending in Emerging Markets (Alex Branton & Saad Hasan, Sturgeon Capital)
NFTs Have Evolved, NFTs Endure (Nikhil Raman, VC @ USV)
AI Jobs to be Done in Life Sciences (A16Z Team)
2024 Outlooks & Predictions
24 predictions for 2024 (Yoni Rechtman, Principal @ Slow)
2024 Predictions (Tomasz Tunguz, MD @ Theory)
2024 - The Year Of Objective Function Engineering (Rob May, Partner @ AI Operators Fund)
2024: A Year of Reckoning and Resilience for Startups and Venture Capitalists (Umesh Padval, Partner @ Thomvest)
2024 Investment Outlook (Phil Boyer, Partner @ Crosslink)
2024 Midwest Ecosystem Predictions (M25 Team)
Predictions for 2024: Software and market trends (Dawn Capital Team)
Guides, Case Studies, and Best Practices for Operating
Doing a distressed sale (Sammy Abdullah, GP @ Blossom Street VC)
What to do if your product isn’t taking off (Lenny Rachitsky)
Water Bottles & Lessons in Viral Growth (Rex Woodbury, MP @ Daybreak)
The Dark Side of Sales (David Sacks, GP @ Craft)
Additional Reads
The Puritans of Venture Capital (Kyle Harrison, GP @ Contrary)
The New York Times Strikes Back (Lakshmi Prakash, Silicon Bench)
The Seven Immutable Rules of VC Compensation (David Beisel, GP @ NextView)
Phoenix Rounds (Rick Zullo, GP @ Equal Ventures)
A Deep Dive into Time to Value (TTV) (Ben Yoskovitz, Partner @ Highline Beta)
Notes for the AI Class of 2023 (Vivek Ramaswami & Sabrina Wu, Madrona)
Pace Yourself (Packy McCormick, GP @ Not Boring)
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