Interesting articles Iβve read recently.
September 2023
- In the age of AI, build platforms not products β Rick Zullo
- Will AI accelerate vertical SaaS adoption? β Christoph Janz
- Product-led AI β Seth Rosenberg
- Understanding Instacart β Goodwater Capital
- Generative AIβs Act Two β Sequoia Capital
- Early stage partnerships β Jared Hecht
August 2023
- Negative CAC and the next generation of fintech β Adam Nelson
- Vertical SaaS: flipping the playbook β Jeff Bussgang
- Founder-compensated startups are default dead β Sid Sijbrandij
- Sell work, not software β Sarah Tavel
- B2B marketplace interview: Seafair β Bowery Capital
- Lending business equation for your startup β Rohit Mittal
- Klaviyo S-1 breakdown β Meritech Capital
- Whatβs next for FedNow? β a16z
July 2023
- 44 failed marketplaces β Failory
- Invisible details of interaction design β Rauno Freiberg
- How to blow up a timeline β Eugene Wei
- 10 articles on PMF β Todd Jackson
- Why consumer subscription is so hard and what to do about it β Casey Winters
- Hollywood on strike β Ben Thompson
- The future of TMS β Activant Capital
- Identifying AI opportunities in financial services β Emergence Capital
- Fundraising advice β Tracy Young
- Payroll is big business β Richard Kerby
- The next trillion dollar marketplace will put SKUs on services β Dan Hockenmaier
- Kindred: Trusting strangers in your home β Safi Aziz
- I built a Lenny chatbot using GPT-3 β Dan Shipper
- Why product doesnβt matter in getting to product market fit β Hari Raghavan
June 2023
- What happens when small and large VC firms decouple? β Charles Hudson
- Apple VisionPro: the MVP for AR β Raven Jiang
- How to find PMF: the counterintuitive secrets β Andy Rachleff and Unusual VC
- A very gentle introduction to LLMs without the hype β Mark Riedl
- The new language model stack β Sequoia Capital
- The guide to SaaS cohort analysis β Christoph Janz
- How to build your startup brand β Rex Woodbury
- A guide to programmatic SEO β Nick OβBrien
- How FedNow and faster payments will impact US fintech β Charles Birnbaum
- The new new moats β Jerry Chen
- The concept that explains everything about marketplaces β Dan Hockenmaier
May 2023
- The unbundling fallacy β Dan Hockenmaier
- Comparing physician and AI Chatbot responses to patient questions β John Ayers
- Deposits as natural franchises β Patrick McKenzie
- Think $1m ARR means youβve achieved PMF? Think again β Kaitlyn Henry
- Putting the tech back in proptech β Lightspeed Venture Partners
- Prompt engineering β Brex
- Second order effects of AI in vertical SaaS β Akash Bawja
- How hybrid carriers will finally unlock economies of scale in trucking β Dan Lewis
- Differentiating Good vs Great in vertical SaaS β Medha Agarwal
- The new problems every marketplace faces after product-market fit β Dan Hockenmaier
- Investing for alpha or beta? β Rick Zullo
Apr 2023
- How to sell your startup β Dan Debow
- A rapidly changing procurement space provides a wealth of opportunity β Pascal Croak
- ChatGPT plugins β automation for everyone β Nandu Anilal
- A new kind of startup is coming β Nathan Baschez
- Early stage investing with Saam Motamedi β Abnormal Security
- The meritocracy of venture capital β Kyle Karrison
Mar 2023
- The unbundling of the pizza franchise (Slice Pizza) β Dave Yuan
- The defining decade of vertical SaaS β Redpoint Ventures
- Unlocking the next wave of lending innovation β Alex Johnson
- What is ChatGPT and why does it work? β Stephen Wolfram
- How one guyβs car blog became a $1 billion marketplace β Ben Cohen
- Banking in very uncertain times β Patrick McKenzie
- As a human Iβm excited about generative AI. As an investor, Iβm still wrestling with a few questions β Hunter Walk
- The road to ChatGPT - an informal explainer on how it was built β Rama Ramakrishnan
- The give-to-get model for AI startups β David Sacks
Feb 2023
- The opportunity at the intersection of healthcare and fintech β a16z
- How the Gas app made it to the top of the App Store β Chris Woods
- Thoughts on how to disrupt Google Search β Talia Goldberg
- Five unexpected takeaways about vertical SaaS β Anna Khan
- Startups and defensibility β Elad Gil
- Interchange is a burning platform β Matrix Partners
- More vertical fintech, please β Richard Kerby
Jan 2023
- How to sell your company - tweet thread
- How early-stage startup valuations actually work (from the perspective of VCs) β tweet thread
- How do do customer reference calls as an early-stage VC β tweet thread
- Deep dive into structured and dirty term sheets - Janelle Teng
- 5 failure points between $5M and $100M ARR - Tracy Young
- AI and the big five β Ben Thompson
- On the road to recap β Bill Gurley
- Enterprise software is dead, long live enterprise software (overview of opportunities in enterprise software) β Rex Woodbury
- Deep dive on auto lending β Alex Johnson
- Deep dive on trucking β Richard Kong
- Making money from open source β Amanda Robson
- Tiktok may be a Chinese superweapon β Gurwinder
- Ideas for AI in sales software β Sara Du
Dec 2022
- Selling to SMBs - a16z
- Niche is the next big thing - Rick Zullo
- Venture Capitalβs reckoning looms closer - Financial Times
- Hard won startup lessons - tweet thread
- Product Led Growthβs failure - Evan Armstrong
- SaaS benchmark calculator (2022) - Openview
- Venture valuation benchmarks by stage (updated with r-t data as at Q4 2022) - Cooley
- An Interview with Daniel Gross and Nat Friedman about ChatGPT and the Near-Term Future of AI - Ben Thompson