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....
Thesis Briefs
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....
Costanoa’s Amy Cheetham: Unlocking the Potential of B2B Financial Technology
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....
NEA’s Alex Sharata: Web3-Native Cybersecurity is More Important Than Ever
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....
Cowboy Ventures' Jillian Williams: Why We’re Excited About the Verticalization of B2B Fintech
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....
ICONIQ's Tengbo Li: How Verticalized Data and AI/ML Will Drive a New Wave of SaaS
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....
Bessemer’s Morgan Cheatham: Generative AI Will Unlock $1T in Value for Healthcare and Life Sciences
The generative AI models that are transforming everything from gaming to art will also have an outsize impact in healthcare and life sciences....
March Capital’s Solomon Hailu: ‘Mission-Critical Infrastructure’ For B2B Fintech
There is a growing demand for B2B solutions that replace legacy infrastructure models, leading to more flexible and scalable operations....
TCV’s Clarey Zhu: Fintech Disruption in Latin America
Clarey Zhu, partner at TCV, sees demand for fintech infrastructure and applications across verticals....
General Catalyst’s Candace Richardson: Moving the Healthcare Industry Away From 'Sick Care'
ABSTRACT 📄The healthcare industry is faced with increasing labor shortages, systemic inequities, and costs that are ec...
MGV’S Kevin Lynch: The ‘Greatest Common Problems’ Framework for Finding the Next Unicorns
Elegant solutions to problems that cut across different verticals — “Greatest Common Problems” (GCPs) — will lead to a new wave of billion-dollar companies....
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....
Susa Ventures’ Misha Gordon-Rowe: Vertical AI Applications
Misha Gordon-Rowe, principal at Susa Ventures, assesses how vertical AI companies can find long-term defensible strategies....
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....
Sapphire Venture’s Casber Wang: DevOps is Still in the Early Innings
Casber Wang, partner at Sapphire Ventures, assesses how DevOps-focused teams and products are permeating IT....
Lightspeed’s Nnamdi Iregbulem: Boosting Total Software Output
Nnamdi Iregbulem, partner at Lightspeed Venture Partners, explores how democratizing software development and investing in productivity tools can make teams more efficient and attract more developers to the industry....
Pantera’s Lauren Stephanian: Investing in ‘Crypto Building Blocks’ to Thrive in A Bear Market
Lauren Stephanian, partner at Pantera Capital, sees the crypto space continuing to mature, despite the current downturn. As the market becomes increasingly focused on real-world, non-speculative use cases, new specialized tools are needed for developers and non-technical end-users alike....
Sierra Venture’s Vignesh Ravikumar: The drivers and opportunity for ‘Shopifying Healthcare’
Accorinding to Sierra Venture's Vignesh Ravikumar:just as Shopify leveled the e-commerce playing field for “mom-and-pop” retailers, new provider platforms will empower the majority of US physicians who still work at smaller medical practices....
Pear VC’s Keith Bender: Investing in the Newly Attainable Promises of Mixed Reality
Keith Bender, principal at Pear VC, sees potential in practical mixed reality applications that shift consumer screen-time and improve professional efficiency within specific and hands-on roles....
ICONIQ’s Murali Joshi: Driving Visibility and Deeper Connectivity in the Automated, Modern Security Stack
Murali Joshi, principal at ICONIQ Growth, examines the growing realization that the future cybersecurity stack must offer seamless connectivity and granular visibility in order to be automated effectively....
CEAS Investments’ Ronnie Martinez: ‘Novel Critical Infrastructure’ Will Thrive Even When Markets Turn
Ronnie Martinez, associate at CEAS Investments, explains how market shifts — including technology change — create openings for 'Novel Critical Infrastructure.' These solutions solve core business problems and often drive new capabilities or efficiencies....
True Ventures’ Natasha Sharma: Founders Rethinking Product Categories, Unlocking New Value for Customers
From plant-powered drug discovery to sustainable food systems, teams are exploring novel and impactful solutions. Natasha Sharma, principal at True Ventures, explores some of the most exciting opportunities her team has encountered with intersectional startups....
SemperVirens’ Colin Tobias: Total People Investment Is Critical to Scaling Businesses
Organizations must adapt in order to attract, engage, and retain top talent. Colin Tobias, partner at SemperVirens Venture Capital, examines how new innovations in workforce technology and an uptick in digital benefits are creating more value for workers across industries....
