Stratechery seems to stick to the B2C, AdTech, Fintech, and mid-market B2B SaaS sectors, and at least for Biotech (loose term, Pharma VC is distinct from Healthtech VC is distinct from B2C health apps is distinct from ...) and Cybersecurity+Infra Startups, some of the analysis seems not as targeted.
I've worked in both those industries and the VCs, GTM, Operations, Personas, and Economics for those segments are different from how an early stage Stripe or Uber or Amplitude would operate.
I've worked in both those industries and the VCs, GTM, Operations, Personas, and Economics for those segments are different from how an early stage Stripe or Uber or Amplitude would operate.