Messages
4/14/2024
14 : 14
#175 | AI-Enabled Services, Aging-in-Place, Decentralizing the Grid, & more
April 8th–14th | Insights from Emergence, Sequoia, NFX, Redpoint, A16Z, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
4/7/2024
14 : 14
#174 | Return of Hardware Investing, Vertical AI, Blackstone 2.0, & more
April 1st–7th | Insights from Thrive, Menlo Ventures, Benchmark, FirstMark, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/31/2024
18 : 24
#173 | B2B Marketplace thesis, Gen AI gold rush, AI SDRs, & more
March 25–31st | Insights from Roger Ehrenberg, FJ Labs, Chamath, A16Z, OMERS, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/24/2024
14 : 14
#172 | Fintech Theses, Open-Source AI, Scaling to $250M ARR, & more
March 18–24th | The latest from M13, Felicis, Madrona, Foundry Group, Bessemer, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/17/2024
14 : 14
#171 | The Materials Revolution, Tech & Interest Rates, & more
March 11–17th | The latest from Collaborative Fund, NextView, Equal, Precursor, Battery, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/10/2024
14 : 14
#170 | Future of Fintech, Dev Tools, Niche Markets, & more
March 4–10th | The latest from Felicis, Canaan, Roger Ehrenberg, Bessemer, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
3/3/2024
16 : 24
#169 | AI-First Service Businesses, Healthcare transformation, Fintech Index, & more
Feb 26th–March 3rd | The latest from Ansa, USV, Chamath, QED, Contrary, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/25/2024
15 : 14
#168 | InsurTech Themes, Medical Debt, Open Finance, & more
Feb 19th–25th | The latest from Elad Gil, 8VC, Madrona, Matrix, Susa, Point Nine, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/19/2024
1 : 42
#167 | Startup Requests, AI Stack, Frontier Tech Survey, & more
Feb 12th–18th | The latest from YC, NEA, Bessemer, Craft Ventures, Battery, and others ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
2/11/2024
16 : 24
#166 | Spatial Computing thesis, State of Fintech, & more
Feb 5th–11th | The latest from Deepwater, Matrix, F Prime, A16Z, OMERS, and others
2/4/2024
18 : 24
#165 | Defense Tech, Fastest Growing Tech Sectors, New Wedges & more
Jan 29th–Feb 4th | The latest from Bessemer, Point72, General Catalyst, CRV, Emergence, and others
1/28/2024
15 : 14
VC #164 | Unbundling ERPs, Vertical Software 2.0, Prosumer, & more
Jan 22nd–28th | The latest from Dawn Capital, USV, A16Z, Bessemer, Matrix, and others
1/21/2024
18 : 14
VC #163 | The Future of Healthcare, Shifting Demographics, & more
Jan 15th–21st | The latest from Slow, Menlo, White Star Capital, Benchmark, Bessemer, and others
1/14/2024
18 : 14
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
1/9/2024
21 : 14
VC Theses #161 | 2024 Outlooks & Theses for AI, Fintech, Climate, & more
Jan 1st–9th | The latest from Sequoia, USV, Bessemer, Battery, Contrary, and others
12/31/2023
15 : 14
VC Theses #160 | The Next big thing, Tech-driven care, & more
Dec 25th–31st | The latest from Footwork, Ansa, Bessemer, Core Innovation, A16Z, and others
12/24/2023
15 : 14
VC Theses #159 | The Fertility Crisis, Q-Learning, 2024 Outlooks, & more
Dec 18th–24th | Insights from Bill Gates, Bain Cap, Madrona, White Star Capital, Upper90, IVP, and others
12/17/2023
23 : 14
VC Theses #158 | Startup Opportunities for 2024, Marketplaces in the AI age, & more
Dec 11th–17th | The latest from Slow Ventures, 7wire, Cowboy, Madrona, Redpoint and others
12/10/2023
15 : 14
VC Theses #157 | Big Tech Ideas, Verticalized AI, The Global Energy Transition, & more
Dec 3rd–10th | Insights from A16Z, Chamath, Greylock, Primary, Elad Gil, and others
12/3/2023
15 : 14
VC Theses #156 | The Future of Health, Longevity, Financial Advice, & more
Nov 27th–Dec 3rd | Insights from F-Prime, Emergence, Primary, Slow Ventures, and others