VC Theses #107 | Next big thing in 2023, Value Accrual in the AI-stack, & more
Dec 19th–25th | Insights from Footwork, Redpoint, OMERS, Emergence, A16Z, 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.
This edition of SandHill.io is brought to you by Tegus, an insights platform with more than 50,000 investor-led call transcripts. Sign up today for a 14-day free trial.
The next big thing in 2023 will be... (Nikhil Trivedi, GP @ Footwork)
Five Predictions for 2023 (Tomasz Tunguz, ex-MD @ Redpoint)
Health-tech experts on their not boring '23 predictions (Christina Farr, Principal @ OMERS)
7wireVentures 2023 Digital Health Predictions (7wire Ventures Team)
Perspectives for 2023 from Supply Chain Leaders at Uber, Maersk, and P&G (Steve Sloane, Feyza Haskaraman, & Derek Xiao, Menlo Ventures)
Investment Themes & Industry Analyses
Value Accrual in the Modern AI Stack (Akash Bajwa, VC @ Earlybird)
API-Enabled Marketplaces (Luke Skertich & Gowri Kannan, VC @ FJ Labs)
Digital Health 2022 Year in Review (Greycroft Team)
A ‘New World’ for Enterprise AI (Ashu Garg, GP @ Foundation)
Neural Search and the unbundling of Google (Sivesh Sukumar, Analyst @ Balderton)
Guides, Case Studies, and Best Practices for Operating
Learn from the Pro: Top Sales Exec Shares Tips for How to Manage and Scale for Growth (Matt Murphy, Partner @ Menlo)
How Founders Should Think About Cash Management (David George, Sarah Wang, & Alex Immerman, A16Z)
Three Steps to Changing Software Prices Successfully (Morad Elhafed, GP @ Battery)
How to Plan for FY23 Amid Economic Uncertainty (Kevin Spain, GP @ Emergence)
The gist: in-product experiments (Kyle Poyar, Partner @ OpenView)
Introducing a16z Growth’s Guide to Growth Metrics (Seema Amble, Melissa Wasser, & Emily Westerhold, A16Z)
Startup childhood (Dalton Caldwell, MD @ Y Combinator)
The point of capital (Yoni Rechtman, Principal @ Slow)
The Blackstone of Innovation (Kyle Harrison, GP @ Contrary)
Blank Page (Packy McCormick, GP @ Not Boring)
Reshore and Restore: Unlocking American Innovation for the 21st Century (David Ulevitch & Grant Gregory, A16Z)
What proximity matters most for building vertical startups? (Jackie DiMonte, Partner @ Chicago Ventures)
Thank You to Tegus for Sponsoring
This edition of SandHill.io is brought to you by Tegus. The Tegus platform empowers VCs to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis with a 14-day free trial.
Did we miss something?
We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.
We’d really appreciate it if you shared it with a friend who would find it valuable.
Did someone send you this email? Subscribe below.