VC Theses #101 | The Biggest Company To Come, Decentralized Cybersecurity, & more
VC Theses #101 | The Biggest Company To Come, Decentralized Cybersecurity, & more
Nov 7-13th | Insights from A16Z, SignalFire, Menlo Ventures, Balderton, and others
Welcome to our new subscribers! SandHill.io aggregates and shares the latest investment themes, market insights, and best practices for operating and investing from 650+ VCs, analysts, and operators.
This newsletter curates a selection of posts featured on the website each week.
Investment Themes, Theses, & Outlooks
The Biggest Company in the World (Daisy Wolf & Vijay Pande, A16Z)
The Rise Of Decentralized Cybersecurity: Trends & Opportunities (Jonathan Lim & Tony Pezzullo, SignalFire)
3 Things: Scarcity-as-a-Service, Trade School for Care Navigators, Verticalized Zapier (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Securing the Modern Software Supply Chain (Feyza Haskaraman & Derek Xiao, Menlo VC)
10 Charts That Capture How the World Is Changing (Rex Woodbury, Partner @ Index)
What’s Next for European Banking-as-a-Service (Greta Anderson, VC @ Balderton)
SaaSacre 2nd wave: Macro double squeeze (Janelle Teng, VC @ Bessemer)
Synthetic biology is the key to a sustainable beauty industry (Qasim Mohammad, VC @ Wittington Ventures)
Guides, Case Studies, and Best Practices for Operating
What’s your hierarchy of goals? (Christoph Janz, MP @ Point Nine News)
How to Win with Product-led Sales (Naomi Ionita & Elena Verna, Menlo VC)
Escaping Hell’s Flywheel: Building Non-inflationary Distribution Channels (Joe Schmidt, Partner @ A16Z)
Do you stack up? 📈 (Kyle Poyar, Partner @ OpenView)
Spiral approach to early stage startup sales (Alex Iskold, GP @ 2048)
G2 Playbook: Raising Capital (Zach Barasz, Partner @ G2VP)
How to Write a PRD That Actually Helps You Build Products (Natalie Rothfels & Doa Jafri, Reforge)
Additional Reads
The Unaddressed Opportunity in Emerging Managers (Rick Zullo, GP @ Equal)
Why exposure to the digitalisation of large truly nascent ecosystems deserves a spot in an institutional VC program (Alex Branton, Partner @ Sturgeon)
Stewards of Capital (Kyle Harrison, GP @ Contrary)
The kids are not alright. (Yoni Rechtman, Principal @ Slow)
Creator Royalties (Fred Wilson, GP @ USV)
Atoms Are Local (Packy McCormick, GP @ Not Boring)
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