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This newsletter curates a selection of posts featured on the website each week.

Investment Themes, Theses, & Outlooks

• The Tech for a New Energy Era (Picus Capital Team)

• The Next 'Generation' of Fintech Automation (Nikita Andersson, VC @ Hummingbird)

• Healthcare x Gen AI: What makes a good use case? (Tyler Olkowski, VC @ Greycroft)

• Does it Make Sense to Invest in a Foundation Model Startup? (Abhishek Maran, VC @ Rampersand)

• A Trillion Dollar Market: Personal AI (Doug Clinton, GP @ Deepwater)

Industry Developments & Analyses

• Our internal framework for identifying AI opportunities in financial services (Lotti Siniscalco & Kyle Murphy, Emergence Capital)

• Climate: Changing the narrative on “hard to abate” sectors (Sam Smith-Eppsteiner & Carrie von Muench, Innovation Endeavours)

• The Equal Ventures Insurance Index (Rick Zullo & Adam Chadroff, Equal Ventures)

• New Alpaca Field Study: Real Estate’s Adoption of AI (Daniel Fetner & Kevin Grathwohl, Alpaca VC)

• AI & The Era of Ever-Evolving Employment (Meera Clark, Principal @ Redpoint)

• Are we in the early innings of an AI M&A spree? (Ryan Shannon, VC @ Radical Ventures)

Guides, Case Studies, and Best Practices for Operating

• Land vs. Expand: Growth formula shifts during downturns (Janelle Teng, VC @ Bessemer)

• It's Not Your Fault, But It's Your Problem (Charles Hudson, GP @ Precursor)

• The Openness of AI – A deep dive on OpenAI (Kyle Harrison, GP @ Contrary)

• A few product lessons from Threads (Tanay Jaipuria, Partner @ Wing VC)

• Preempting the Round (Jared Hecht, Co-Founder of GroupMe & Fundera)

• There is No Such Thing as Series A Metrics (Tomasz Tunguz, MD @ Theory)

• Can PLG beat Salesforce? (Kyle Poyar, Partner @ OpenView)

• So, You Want to Find PMF in the US? (Anurag Wadehra for Blume VC)

Additional Reads

• Displacing Systems Of Record: Systems Of Action As A Wedge To Integrate And Surround (Akash Bajwa, VC @ Earlybird)

• East Meets West – 2023 Macro (Coatue Team)

• What is product-market fit, anyway? (Eniac Ventures Team)

• Washington: Will You Let AI Make Us Healthier? (A16Z Team)

• The Billion Dollar Revenue Club (Nikhil Basu Trivedi, GP @ Footwork)

• Angel Investing: Start with a Plan (David Beisel, GP @ NextView)

• Revisiting A Tale of Two Markets (Kyle Harrison, GP @ Contrary)

• Bundling, Unbundling, and Timing (Matt Brown, Partner @ Matrix)

• Can you Compound?(Dez Fleming, VC @ FirstMark)

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