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A Behind-the-Scenes Look at Our Recent Seed-Stage VC Investments

View from Seed

We’ve been remarkably consistent on this dimension as well: five of the recent 13 investments were B2C, five were B2B, and three you could categorize as B2B2C. A few themes which have emerged from our 13 most recent investments: CONSUMER (B2C). Network Effect B2B. Physical-World Ecommerce. BUSINESS-FOCUSED (B2B).

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Don’t Sleep on Consumer Tech: AI is Changing Everything

VC Cafe

B2C founders are surely no strangers to the adage ‘Consumer is hard’ – it’s not just the scarcity of funding that is challenging: consumer taste is fickle and competition includes most of the tech giants. But change seems to be brewing in the B2C space, powered by the fast advancements in AI and generative AI.

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Tune In, Turn On, Drop Out – The Startup Genome Project

Steve Blank

He was part of the Sandbox network - a group of incredibly smart under 30 year olds.). more likely to successfully scale with product-centric startups with no network effects than with product-centric startups that have network effects. Max dropped out of Stanford after his first quarter. Business-heavy founding teams are 6.2x

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Startup Benchmarks

VC Cafe

In this post I’ll focus on benchmarking resources for seed and series A in the following three categories: SaaS B2C / Consumer apps Deep tech. The main B2C benchmarks have to do with traction: growth in user acquisition, user retention/churn, monetisation, as well as the effectiveness of consumer marketing + virality.

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14 Interesting Findings From The Startup Genome Project

YoungUpstarts

The report was co-authored by Berkeley and Stanford faculty members along with other contributors including Steve Blank , the Sandbox Network and blackbox teams. more likely to successfully scale with product-centric startups with no network effects than with product-centric startups that have network effects.

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Traction is the new IP

Version One Ventures

In today’s web landscape, word of mouth drives adoption and can lead to “winner takes all” (or almost all) in both B2C and B2B markets. This trend is particularly true in markets that are highly susceptible to network effects, such as online auctions and social networks.

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B2B Marketplaces Revisited

Version One Ventures

Yet today, the world of B2B marketplaces still lags far behind its B2C counterpart. The assumption was that online platforms would completely automate all supplier-customer transactions including retailing, wholesaling, and procurement. Alibaba is an exception.

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