VC Theses #128 | The New Industrial Revolution, Insurance Startups, & more
May 14th–May 21st | Insights from Foundation, Redpoint, Bessemer, Index, Point Nine, and others
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Investment Themes, Theses, & Outlooks
The New Industrial Revolution: Bio x AI (Vijay Pande, GP @ A16Z)
Field Study: The Potential of Generative AI (Abisola Ojikutu & David Goldberg, Alpaca VC)
Second-order effects of AI in Vertical SaaS (Akash Bajwa, VC @ Earlybird)
Industry Developments & Analyses
The Emperor Has No Tech: Why the Insurance Industry Desperately Needs Startups (Charles Moldow & Nico Stainfeld, Foundation)
The Billion Dollar Question: Differentiating Good vs. Great in Vertical SaaS (Medha Agarwal & Meera Clark, Redpoint)
Big tech x Generative AI (Tanay Jaipuria, Partner @ Wing VC)
AI Model Layer: The New Frontline of the Cloud Wars (Janelle Teng, VP @ Bessemer)
AI Chatbots and Our Loneliness Epidemic (Rex Woodbury, Partner @ Index)
Guides, Case Studies, and Best Practices for Operating
Bat Out of Hell: Identifying Your Durable Advantage in Fintech (Joe Schmidt, Partner @ A16Z)
How Should You Staff Your Startup in 2023 (Tomasz Tunguz, MD @ Theory)
5 Questions VCs Will Probably Ask You During Your Pitch (Trace Cohen, Partner @ NYVP)
How To Optimize Your Free Trial (Kyle Poyar, Partner @ OpenView)
Building an AI fortress in the age of GPT-4 (Christoph Janz, MP @ Point Nine)
Additional Reads
Uncovering the Best Predictor for Startup Success (Abhishek Maran, VC @ Rampersand)
How to Spot a World Class Founder (Elizabeth Weil, MP @ Scribble VC)
Destigmatizing executive coaching (Ted Wang, Partner @ Cowboy Ventures)
Who’s building the Copilot for VCs? (Christoph Janz, MP @ Point Nine)
Stop with the Fake FOMO (Chris Neumann, GP @ Panache Ventures)
On Hype And Hot Air (Kyle Harrison, GP @ Contrary)
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