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VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more

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VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more

Jan 2nd–8th | Insights from Fred Wilson, Brad Feld, Redpoint, Bain Capital, and others

Ali Afridi
Jan 8
2
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VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more

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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)

  • Radical Reads: 10 AI predictions for 2023 🔮 (Radical VC Team)

  • 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)

Additional Reads

  • 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.

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VC Theses #109 | 2023 Outlooks, Thriving Segments in tech, & more

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