#191 | Call for Startups, Next Chapter of Consumer Marketplaces, & more
#191 | Call for Startups, Next Chapter of Consumer Marketplaces, & more
Aug 4th | The latest from Greylock, Daybreak, F-Prime, Altimeter, and others
SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 700+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
Call for Startups (Greylock Team)
The Next Chapter of Consumer Marketplaces (Evan O’Donnell, GP @ Timespan)
Niche LLMs: Tackling Infertility with AI(Megan Maloney, MP @ Dria)
Industry Developments & Analyses
10 Charts That Capture How the World Is Changing (Rex Woodbury, MP @ Daybreak)
Are Neobanks Finally Finding Favor? (David Jegen & Abdul Abdirahman, F-Prime)
What A Coming Wave Of Diffusion Means For Fintech (Alex Lazarow, MP @ Fluent Ventures)
Ransomware Roadblocks: How Tech is Stopping Cyber Criminals in Their Tracks (Blake Pennington & Julia Pardee, Munich Re Ventures)
Venture Capital's Nuclear Error? (Julien Lepleux & Carl Perez, Bleu Capital)
A Small Win for Open-Source AI (Evan O’Donnell, GP @ Timespan)
Guides, Case Studies, and Best Practices for Operating
Global Sales: Start from Day One (Akshat Goenka, Partner @ Moonfire VC)
Clio’s Journey to $200M ARR (Christoph Janz, MP @ Point Nine)
You need a better content strategy (Kyle Poyar, Partner @ OpenView)
How should you monetize your AI features? (Lenny Rachitsky)
Additional Reads
Today's Era of AI Investing Reminds Me of 2000 Internet Investing (but not because it's a bubble) (Charles Hudson, GP @ Precursor)
Recalibrating Venture Capital: A Return to Technological Roots (Justin Ouyang, Principal @ OMERS)
Pairing Generalists & Specialists in Venture (Sophia Dodd & Ali Afridi, Equal Ventures)
Uncertainty Everywhere (Jamin Ball, Partner @ Altimeter Capital)
The Siren Song of Raising a Venture Fund (Kyle Harrison, GP @ Contrary)
False Dichotomies (Nikunj Kothari, VC @ Khosla)
What it Takes For An Emerging Manager to 3x Their Fund (Trace Cohen, Partner @ NYVP)
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