VC Theses #104 | Buildings as Power Plants, VC Red Flags, The End of Blitzscaling, & more
Nov 28th–Dec 4th | Insights from Bill Gurley, Fred Wilson, Index, Founders Fund, Haystack, 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
Buildings as Power Plants (Rick Zullo & Simran Suri, Equal Ventures)
Embedded Insurance — Why Will it Matter More in 2023? (Nina Mayer, VC @ Earlybird)
Generative AI That Saves Lives (Kahini Shah, VC @ Obvious)
The Long View: Web3 and User Ownership (Li Jin & Jesse Walden, Variant Fund)
Industry Developments & Analyses
Field Study: Sustainable Building Materials 2.0 (Aubrie Pagano & Stefano Gabella, Alpaca VC)
Talking to the Protocol (Gaby Goldberg, VC @ TCG Crypto)
Thoughts on the (Bangladeshi Startup) Market (Robin Butler, Partner @ Sturgeon Capital)
RevOps: Is there a wave of tools to come? (Nils Howland, VC @ Dawn Capital)
Charts to Chew On: A Tumultuous Turkey Day. (Meera Clark, Principal @ Redpoint)
Year in Review: Vertical SaaS in Public Markets (Fractal Software)
Guides, Case Studies, and Best Practices for Operating
Venture Capital Red Flag Checklist (Bill Gurley, GP @ Benchmark)
How to Pick a Co-Founder (Alex Iskold, GP @ 2048)
A Founder’s Guide To Hiring A CMO (Harsh Jawharkar, Exec Advisor @ OpenView)
From Easy Money To Hard Conversations (Semil Shah, GP @ Haystack)
Charting the challenges of hybrid work (Lotti Siniscalco, Partner @ Emergence)
The End of Blitzscaling (Ted Lamade for Collaborative Fund)
The Buy And Hold Mindset (Fred Wilson, GP @ USV)
The End of Narrative-Only Deep Tech Companies (Mike Dempsey, GP @ Compound)
Tech Civil War (Mike Solana, VP @ Founders Fund)
What the Analog Inventions of the 20th Century Teach Us About the Digital Inventions of the 21st (Rex Woodbury, Partner @ Index)
VCs as Super-Perceptors: Why Assessing Founder EQ and Psychology Matters Most at the Early Stage (James Shecter, Sr. Associate @ Fika Ventures)
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