Thesis Briefs

AI adoption is accelerating within enterprises, creating a growing opportunity for application software companies....

Over the last decade, the first wave of vertical software adoption transformed mainstream industries, including restaurants, home services, and salons....

Kevin Zhang, Partner at Bain Capital Ventures, assess the technological tailwinds for emerging players in lending, investing, and insurance....

Thomas Englis, Principal at Clearvision Ventures, examines the landscape of startups that are pioneering low-carbon substitute goods and processes. To deploy these technologies at scale, startups must often transition from hardware technology to infrastructure development business models....

Carli Stein, Investor at M12 focused on AI startups across the stack, explores how smaller language models, robust security tools, and improved testing methodologies will enable broader AI adoption....

AgeTech innovations span from Healthcare to Fintech. AI advancements are enabling streamlined health plan navigation, and personalized healthcare solutions that improve wellbeing while preserving independence....

Vertical AI SaaS presents a prime opportunity for startups, fueled by increasing customer dissatisfaction with legacy tools. Karthik Ramakrishnan, Partner at IVP, assesses opportunities for startups to disrupt traditional workflows that offer tremendous market potential....

Dave Mullen, Partner at SVB Capital, details why ‘Built Data’ – a coinage of Big Data in its next generation form – will be the critical mechanism that unlocks the power of AI for global enterprises....

Vig Chandramouli, Partner at Oak HC/FT, examines opportunities for solutions that enhance productivity, improve patient outcomes, and reduce unnecessary costs across many facets of the healthcare industry....

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....

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...

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....

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....

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....

Alex Fayette, partner at ACME Capital, explains why innovations around intelligent automation, synthetic biology, and raw input economics will provide the answers to a growing list of complex issues affecting supply chains, wealth distribution, energy resources, environmental health, and more....

Amy Cheetham, partner and early-stage investor at Costanoa Ventures, argues that the pandemic has opened the door to further opportunities in B2B fintech. Possible models include monetizing payment volume, lending, infrastructure services, and managing assets....

Alex Sharata, senior associate at New Enterprise Associates (NEA), examines the cybersecurity gaps in crypto and Web3 that are proving time-intensive and costly to address with legacy approaches....

Jillian Williams, principal at Cowboy Ventures, assesses how a new generation of tailored SaaS solutions can wedge into underserved industries and build diversified revenue streams via financial add-ons. This “SaaS-meets-fintech” thesis has the potential to reach across many industries....

Tengbo Li, partner at ICONIQ Capital, dives into how vertical SaaS companies can evolve to leverage modern, cloud-based data infrastructure and AI/ML to enhance the value prop of their solutions, and the massive opportunity for companies operating in this market....

The generative AI models that are transforming everything from gaming to art will also have an outsize impact in healthcare and life sciences....

There is a growing demand for B2B solutions that replace legacy infrastructure models, leading to more flexible and scalable operations....

Clarey Zhu, partner at TCV, sees demand for fintech infrastructure and applications across verticals....

ABSTRACT 📄The healthcare industry is faced with increasing labor shortages, systemic inequities, and costs that are ec...

Elegant solutions to problems that cut across different verticals — “Greatest Common Problems” (GCPs) — will lead to a new wave of billion-dollar companies....

As the hype around AI/ML applications drives R&D and funding to all-time highs, there are new opportunities for players building infrastructure....