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VC Theses #114 | The Future of Healthcare, Next Consumer Platform, & more

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Weekly Digest

VC Theses #114 | The Future of Healthcare, Next Consumer Platform, & more

Feb 5–12th | Insights from A16Z, Sapphire, Equal, SignalFire, Craft Ventures, and others

Ali Afridi
Feb 12
3
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VC Theses #114 | The Future of Healthcare, Next Consumer Platform, & 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.

Investment Themes, Theses, & Outlooks

  • Healthtech x Fintech’s Biggest Prize: The Financial Operating System for Healthcare (A16Z Team)

  • AI: Paving the Future of Digital Healthcare (Cathy Gao & Andrew Vogeley, Sapphire)

  • Generative AI: The Next Consumer Platform (Connie Chan & Justine Moore, A16Z)

  • Next Generation Conglomerates (Rick Zullo, GP @ Equal Ventures)

  • 3 Things: AI Turbotax, Personalized Exec Daily Briefing, Montessori for Adults (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

  • Digital Meets Physical: How 3D is transforming the retail industry (Jackie Chen, VC @ Base10)

  • Big Tech and Generative AI (Tanay Jaipuria, Partner @ Wing VC)

  • Foundational Model Orchestration (FOMO) — A Primer (Astasia Myers, Partner @ Quiet Capital)

Guides, Case Studies, and Best Practices for Operating

  • Efficiency as the Primary Operating Principle (Michael Robinson, Partner @ Craft Ventures)

  • 18 Mistakes Founders Make When Pitching Pre-Seed to VCs (Alex Iskold, GP @ 2048)

  • Founder Intuition vs. Team Expertise vs. Customer Expertise (Casey Winters, Partner @ Reforge)

  • Reductions in Force (RIF) (Morgan Cheatham, VP @ Bessemer)

  • DEI in VC: 5 Lessons on Fundraising from Black Women Founders (Javier Grevely & Chris Jackson, OpenView)

  • Segmentation and ICP: Merits of Focus (Akash Bajwa, VC @ Earlybird)

Additional Reads

  • Making Money from Open Source (Amanda Robson, Partner @ Cowboy Ventures)

  • Open Source by Default (Nandu Anilal, VC @ Canaan)

  • Startup Prophecies (Packy McCormick, GP @ Not Boring)

  • Why the Tech Pessimists Are Wrong (Rex Woodbury, Partner @ Index)

  • Dreaming Of Dry Powder (Kyle Harrison, GP @ Contrary)

  • The P&L Tells The Story (Nikhil Trivedi, GP @ Footwork)

  • Risk and Regret (Morgan Housel, GP @ Collab Fund)

  • Pull, Don’t Push: How Catalysts Overcome Barriers and Drive Product Adoption (First Round Review)

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 #114 | The Future of Healthcare, Next Consumer Platform, & more

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