#193 | The Expert Economy, Future of FinTech, & more
#193 | The Expert Economy, Future of FinTech, & more
Aug 18th | The latest from Sequoia, Altimeter, Maveron, USV, Khosla, 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
The Expert Economy (Gaelen Hendrickson, Avi Gandhi & Ishan Sinha, Point72 Ventures)
The Future of Finance Tech (Claire Feeley, VC @ Nyca)
The rental economy is poised to pop off (Natalie Dillon, Partner @ Maveron)
Things that Used to be Impossible, but are Now Really Hard (Tomasz Tunguz, MD @ Theory)
The Future of Water Management (Amit Kini, VC @ Lotus Capital)
Industry Developments & Analyses
The Great Services-To-Software Rotation (Jamin Ball, Partner @ Altimeter Capital)
AI Public & Private Premia for AI Companies (Tomasz Tunguz, MD @ Theory)
Pill Poppin People (Jessie Harris, VP @ TXV Partners)
The AI Supply Chain Tug of War (David Cahn, GP @ Sequoia)
Revolutionizing Healthcare: How Organoids Are Shaping the Future of Healthcare (Amit Kini, VC @ Lotus Capital)
Guides, Case Studies, and Best Practices for Operating
The New Growth Playbook (Jax Vullinghs, Partner @ Airtree)
Lessons from working with 600+ YC startups (Lenny Rachitsky)
Retention is all you need (Nikunj Kothari, VC @ Khosla)
Ten of the best SaaS growth charts (Kyle Poyar, Partner @ OpenView)
Would You Use An Outside AI Program To Automate A Core Competency? (Rob May, GP @ Half Court Ventures)
Time management techniques that actually work (Lenny Rachitsky)
Additional Reads
Parallel vs. Serial (Alfred Lin, GP @ Sequoia)
What Do VC Returns Actually Look Like? Here’s a Screenshot from my AngelList account (Hunter Walk, GP @ Homebrew)
Lists of limited partners investing in emerging VC funds (David Teten, Partner @ Versatile VC)
Science Fiction's Dueling Fates (Kyle Harrison, GP @ Contrary)
Superhuman Powers for Superhero Developers (Ben Futoriansky, ex-VC @ Cobalt Capital)
AI-Driven Software Upgrade Cycles (Akash Bajwa, VC @ Earlybird)
Consensus (Jared Hecht, VC @ USV)
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