VC Theses #110 | Future of Enterprise Software, Global Supply Chains, Insurance & more

Jan 8th–15th | Insights from Greylock, Crosslink, Redpoint, A16Z, Benchmark, 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.

Investment Themes, Theses, & Outlooks

• Looking Ahead 2023 (Greylock Team)

• 2023 Investment Themes (Phil Boyer, Partner @ Crosslink Capital)

• 6 Themes I’m Excited About in 2023 (Medha Agarwal, Partner @ Redpoint)

• 3 Things: Bundled Residential Vendors, AI Fanfiction, Fringe Benefits Rollup (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Enterprise Software Is Dead. Long Live Enterprise Software. (Rex Woodbury, Partner @ Index)

• The Digitization and Enablement of Insurance Agents (Adam Chadroff, VC @ Equal)

• I Don’t Get It: Climate Investing (Yoni Rechtman, Principal @ Slow)

• What needs to happen for insurance to take off in emerging markets? (Mouro Capital Team)

• Field Study: Global Supply Chains — Returns (Part 4) (Aubrie Pagano, GP @ Alpaca VC)

• Stablecoin Volumes - Now Exceed Mastercard, American Express and Discovery (Jeff Morris Jr., GP @ Chapter One)

Guides, Case Studies, and Best Practices for Operating

• Market Annealing: Getting to $10M ARR in Very Early Markets (Martin Casado & Peter Levine, A16Z)

• For Startup Growth, TikTok is the GOAT (Michael Mignano, Partner @ Lightspeed)

• Find a fast current, not a large body of water (Sarah Tavel, GP @ Benchmark)

• Four PLG Tactics to Grow Faster (Kyle Poyar, Partner @ OpenView)

• Designing Your First President’s Club (Travis Kassay, EVP @ Insight)

Additional Reads

• AI and the Big Five (Ben Thompson, Stratechery)

• The Role of Diligence (David Beisel, GP @ NextView)

• Rise of the Silicon Valley Small Business (Anu Atluru, Angel Investor)

• Complete Guide to Angel Investing (Alex Iskold, GP @ 2048)

• Risk Management In The Age Of YOLO (Kyle Harrison, GP @ Contrary)

• The Art and Science of Spending Money (Morgan Housel, Partner @ Collaborative)

• Talking AI with AI (Reid Hoffman, GP @ Greylock)

• Reasoning apps: the next frontier for LLMs (Kojo Osei, VC @ Matrix)

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.

---

Enjoying SandHill?

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.