#169 | AI-First Service Businesses, Healthcare transformation, Fintech Index, & more
Feb 26th–March 3rd | The latest from Ansa, USV, Chamath, QED, Contrary, and others
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This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
AI-first Service Businesses (Louis Coppey, Partner @ Point Nine)
Transforming Healthcare: A Deep Dive into Areas of Excitement within HCIT (Hannah McQuaid, VC @ Ansa)
Vertically Integrated and AI-First (Matt Mandel & Jared Hecht, USV)
Industry Developments & Analyses
The Fragmentation of Search (Grace Carney, VC @ USV)
Deep Dive: The Business Model of Healthcare (Chamath Palihapitiya, Founder @ Social Capital)
Expected Value In Crypto & Building Infinite Blockspace (Michael Dempsey, GP @ Compound)
The Fintech Index (Alex Lazarow, MP @ Fluent Ventures)
What If LLMs Change the Business Model of the Internet? (Tomasz Tunguz, MD @ Theory)
You Think AI is Going To Kill Ads on the Internet? It’s not… (Jordan Cooper, GP @ Pace Capital)
Guides, Case Studies, and Best Practices for Operating
From Empathy to Scale: What Stage Are You Really At? (Ben Yoskovitz, Partner @ Highline Beta)
How to learn the most about a candidate from a single interview question (Lenny Rachitsky)
Get out of the building: Why, when, and how to interview your customers (Amy Saper, Partner @ Uncork)
We had an acqui-hire and it’s our fault (Sammy Abdullah, GP @ Blossom Street VC)
In search of the holy grail of employer-sponsored benefits startups (Victoria Zuo, Principal @ QED)
Additional Reads
Chasing Markups: Illusions of Success (David Beisel, GP @ NextView)
The Age of Incumbents (Kyle Harrison, GP @ Contrary)
Your Fund Size is Your Strategy (Rick Zullo, GP @ Equal Ventures)
Impact Investing Framework (Earlybird Health Team)
The Year to Be Great (David George, GP @ A16Z)
The Future Is a Dupe (Rex Woodbury, MP @ Daybreak)
Reddit S-1 Breakdown (Tanay Jaipuria, Partner @ Wing VC)
2024: AI, Hackers, and the Rise of Pre-Seed Rounds (Massimo Sgrelli, GP @ Lombardstreet Ventures)
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