VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more
Jan 2nd–8th | Insights from Fred Wilson, Brad Feld, Redpoint, Bain Capital, 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.
2023 Outlooks & Retrospectives on ‘22
What Will Happen In 2023 (Fred Wilson, GP @ USV)
The 23 Consumer Charts to Chew on for 2023 (Meera Clark, Principal @ Redpoint)
What Does 2023’s Flight to Quality Mean For Venture Capital? (Merritt Hummer, Partner @ Bain Capital)
The Power Law Of Attention (Looking Back On 2022, Ahead To 2023) (Semil Shah, GP @ Haystack)
A Philosophical Start to 2023 (Albert Wenger, GP @ USV)
Marking my 2022 Fintech predictions (Rob Moffat, Partner @ Balderton)
What Just Happened (Brad Feld, GP @ Foundry)
2022’s Startup Layoffs Will Result In 2023 Startup Wind Downs (Hunter Walk, GP @ Homebrew)
Industry Developments & Analyses
Why Generative AI Is Mostly A Bad VC Bet (Rob May, Partner @ AI Operators Fund)
The rise, and fall, and rise of conversational AI (Molly Welch, VC @ Radical)
Everything Everywhere All At Once: The Explosion in Generative AI (Rex Woodbury, Partner @ Index)
The Startup M&A Market Fell 94% Year over Year - But One Segment is Thriving (Tomasz Tunguz, MD @ Redpoint)
Guides, Case Studies, and Best Practices for Operating
A Note to Founders as We Head into 2023: Become the Leader Your Team Needs (Rick Zullo, GP @ Equal)
The 30 Best Pieces of Advice for Entrepreneurs in 2022 (First Round Review)
Taking a "dirty" term sheet to preserve headline valuation: short-term gain for long-term pain? (Janelle Teng, VC @ Bessemer)
From 0 to 200k users in 14 months (Kyle Poyar, Partner @ OpenView)
Understanding Founder Roles and Types of Stocks (Alex Iskold, GP @ 2048)
The Art and Science of Investing (Kyle Harrison, GP @ Contrary)
My VC Resolutions for 2023 (Matt Turck, Partner @ FirstMark)
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.