Investment thesis
Investment thesis
Darren LI
and
4 others
Contrary Research
research.contrary.com
J
Juan Orbea
2
2
Evaluation Rubric for a Seed-Stage Consumer Social App.pdf
Unusual Ventures
drive.google.com
s
sari
3
3
Markets, Markets, and Markets
Kyle Harrison
investing1012dot0.substack.com
J
Juan Orbea
3
3
Generative AI’s Act Two
Sonya Huang
sequoiacap.com
D
Darren LI
2
2
6 New Theories About AI
Evan Armstrong
every.to
D
Darren LI
How Adobe Became a Successful $95 Billion SaaS Company
producthabits.com
D
Darren LI
2
2
AI at the Intersection: The A16z Investment Thesis on AI in Bio + Health
Vijay Pande
a16z.com
D
Darren LI
16 mobile theses — Benedict Evans
Benedict Evans
ben-evans.com
D
Darren LI
Plant Based Meats Do More to Address Climate Change Than Green Buildings or Zero-Emission Cars
Mother Jones
motherjones.com
M
Mike Tannenbaum
