VC Theses #134 | Digital Health in the Home, AI in Climate Tech, Seed Valuations, & more
June 26th–July 2nd | Insights from Footwork, 7wire, Northzone, Lightspeed, Redpoint and others
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Investment Themes, Theses, & Outlooks
Five Themes for New Investments in Mid-2023 (Nikhil Basu Trivedi, GP @ Footwork)
Home is Where the Health Is (7wire Ventures Team)
Investing in Digital ‘Third Places’ (Michelle Nacouzi, VP @ Northzone)
Industry Developments & Analyses
The Role of AI in Climate Tech (G2VP Team)
Financial crime in fintech times (Mouro Capital Team)
Eight AI Startups Winning the Race for Tech Talent (Lightspeed Venture Partners)
Supply Chain Visibility is at the core of the supply chain tech stack (Brendan Baker, Partner @ Ridge Ventures)
Open-source is not a panacea (Ryan Shannon & Molly Welch, VC @ Radical Ventures)
Guides, Case Studies, and Best Practices for Operating
Why Databricks Bought Mosaic and The Rapidly Decreasing Costs of AI (Patrick Chase & Jacob Effron, Redpoint)
How Shopify, an $80 Billion Juggernaut, Optimizes its Landing Page to Increase Conversions (Manan Modi, Angel)
You know you need a customer success team when… (Jim Stoneham, Partner @ SignalFire)
How Roblox Grows: From Virtual Playground to Global Empire (Rex Woodbury, Partner @ Index)
The Question Every CEO is Asking: What is Our Generative AI Strategy? (Matt McIlwain, MD @ Madrona)
It's Not Just What You Say, It's How You Say It (Chris Neumann, GP @ Panache Ventures)
Additional Reads
Why seed valuations haven’t fallen (yet) (Hadley Harris, GP @ Eniac)
Speed x AI (James Currier, GP @ NFX)
The Quest for DPI: Transparency, Challenges, and Benchmarking Returns in Canadian Venture Capital (Matt Cohen & Dom Lau, Ripple)
Why Capital Diversification Matters (Upper90 Team)
Winning is a Habit (Dez Fleming, VC @ FirstMark)
Where Has All The Money Gone? (Abhishek Maran, VC @ Rampersand)
Artificial Intelligence Existential Risk Dilemmas (Albert Wenger, GP @ USV)
Software That You Can’t Shut Down (Fred Wilson, GP @ USV)
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