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VC Theses #148 | Thesis on Web 3, Revolutionizing Medicaid, Attacking ERPs, & more
Oct 1st–8th | Insights from FirstMark, Alpaca, 7wire, Ridge, USV, 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.
Investment Themes, Theses, & Outlooks
What’s Next for Web3? Alpaca’s Thesis on Venture’s Most Controversial Space (Noah Williams, VC @ Alpaca)
Industry Developments & Analyses
The 2023 Negative CAC Market Map: The Companies Being Paid To Acquire Customers (Adam Nelson & Dez Fleming, FirstMark)
Where is NetSuite (and All Traditional ERP) Getting Attacked From? Everywhere. (Brendan Baker, Partner @ Ridge)
Paying attention to the climate crisis (Grace Carney, VC @ USV)
The Hyper-Personalization of Everything (Rex Woodbury, MP @ Daybreak)
The History of Artificial Intelligence (Glasswing VC Team)
From Estate Planning to Whole-life Planning (Mouro Capital Team)
Guides, Case Studies, and Best Practices for Operating
Hiring your early team (Lenny Rachitsky)
Getting Burn Rates in Line with Reality, Not the Letter Name of the Last Round (Charles Hudson, GP @ Precursor)
It’s Time to Raise Your Debt Facility: Execution Tactics for Founders (A16Z Fintech Team)
The Power of Narrative: How Startups Can Win Investors with a Compelling Story (Trace Cohen, Partner @ NYVP)
The Art of Earning Trust (Abhishek Maran, VC @ Rampersand)
Hypothesis-led Investing (Wendy Xiao, Partner @ Northzone)
The Value Chain of Capital (Kyle Harrison, GP @ Contrary)
What does it take to raise capital, in SaaS, in 2023? (Christoph Janz, MP @ Point Nine)
It’s Exit Ownership - Not Entry Price - That Matters. (Yoni Rechtman, Principal @ Slow)
Open Source AI Business Models & Brand Moats (Michael Dempsey, GP @ Compound)
Bear Necessities (Jeff Morris Jr, GP @ Chapter One)
The Thin Line Between Bold and Reckless (Morgan Housel, Partner @ Collaborative Fund)
Founders of Paradox (Pratyush Buddiga, VC @ Susa)
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