Bain Capital Ventures’ Kevin Zhang: The ‘Unlockable Potential’ in Lending, Investing, and Insurance
Kevin Zhang, partner at Bain Capital, assess the technological tailwinds for emerging players in lending, investing, and insurance....
Featured Posts
CapitalG’s Jill Chase: Investing In and Navigating the Complexities of the AI/ML Ecosystem
Jill (Greenberg) Chase, investor at CapitalG, assesses the feasibility of several business models amid a massive wave of funding into the AI/ML space. Across different delivery modes and business models, large standalone businesses will be built on differentiation....
Kleiner Perkins’ Everett Randle: Finding Perpetual Growth Machines in Series B Investing & Beyond
Everett Randle, partner at Kleiner Perkins, explores how to navigate increasingly competitive markets and identify startups that have a chance at becoming “power law” companies....
Gradient Ventures' Asif Moosani: Seizing the Opportunity for Inventory Excellence in Omnichannel Retail
Asif Moosani, Principal at Gradient Ventures, explains how a new generation of cross-channel inventory-optimization tools promise reduced costs and demonstrable sales growth. This boost is increasingly needed as inflation and supply-chain woes challenge margins....
Bee Partners' Kira Noodleman: Machine-to-Machine Learning Will Digitize the Physical World
Kira Noodleman, partner at Bee Partners, examines how M2ML solutions will drive a new wave of digitization in manufacturing, supply-chain networks, home construction, healthcare, and more....
Thesis Briefs
Bain Capital Ventures’ Kevin Zhang: The ‘Unlockable Potential’ in Lending, Investing, and Insurance
Kevin Zhang, partner at Bain Capital, assess the technological tailwinds for emerging players in lending, investing, and insurance....
CapitalG’s Jill Chase: Investing In and Navigating the Complexities of the AI/ML Ecosystem
Jill (Greenberg) Chase, investor at CapitalG, assesses the feasibility of several business models amid a massive wave of funding into the AI/ML space. Across different delivery modes and business models, large standalone businesses will be built on differentiation....
Costanoa's John Cowgill: Overlooked Bets On AI in the Enterprise
John Cowgill, Partner at Costanoa Ventures, points to some of the more overlooked and contrarian business models within this closely watched ecosystem. As the space matures, competition between emerging companies and quick-to-adopt incumbents will determine the winners...
Kleiner Perkins’ Everett Randle: Finding Perpetual Growth Machines in Series B Investing & Beyond
Everett Randle, partner at Kleiner Perkins, explores how to navigate increasingly competitive markets and identify startups that have a chance at becoming “power law” companies....
Market Maps
Bessemer’s Tess Hatch: Why Space Tech is Ripe for Corporate-Scale Investment
Tess Hatch, partner at Bessemer Venture Partners, explores the drivers of an ongoing renaissance in space-based technologies that go way beyond Space X’s rockets. Space technologies are offering countercyclical and uniquely competitive opportunities for tech investment....
Could Climate-Consciousness be the Key to Consumer? 60+ Brands Pioneering Sustainable Models
A regulatory wave in the US, along with generational shifts in consumer preferences, are favoring climate-conscious tech innovation and business models....
AI/ML
Canaan’s Rayfe Gaspar-Asaoka: Why The Next-Gen Tech Stack Will Be Built On AI
As the hype around AI/ML applications drives R&D and funding to all-time highs, there are new opportunities for players building infrastructure....
Redpoint’s Patrick Chase: Serverless Computing as the Next Evolution in Software Development
With the rise of serverless technology, engineers can now more easily leverage the scale of the cloud. Patrick Chase, partner at Redpoint Ventures, examines how serverless computer companies will make the future of software development possible....
Toyota Venture’s Chris Abshire: Understanding Generative AI and Where It’s Headed
Chris Abshire, senior associate at Toyota Ventures, explains how Foundation Models set the stage for generative AI tools and their ability to complete cognitively-demanding and creative tasks....
Maveron’s Grace Chou: The Future of Work
Grace Chou, partner at Maveron, examines how the growing influence of trends like side hustles and upskilling will create a future in which work is far more multifaceted than in the past....
Lux Capital’s Grace Isford: Building the Next-Gen AI/ML Infrastructure Stack To Power Organizations Everywhere
Grace Isford, partner at Lux Capital, dives into why it’s such an exciting time for the AI/ML industry and the enduring infrastructure to power the “tens of thousands” of possible applications out there....
Quiet Capital’s Astasia Myers: ‘Phase 3 ML Infrastructure’ and the Expanding Machine Learning Market
ML infrastructure is entering its third phase, moving beyond the inner circles of AI researchers and ML specialists....
