VC Theses #71 | The Cookie Apocalypse, Biggest Prize in Software, The Marketplace 100, & more
VC Theses #71 | The Cookie Apocalypse, Biggest Prize in Software, The Marketplace 100, & more
April 10th – 16th | Insights from Bain Capital, GGV, SignalFire, Bessemer, A16Z, 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
The Cookie Apocalypse And The Future Of Marketing Attribution (Dawit Heck, VC @ Bain Capital Ventures)
The Biggest Prize in Software (Dan Cahana, VC @ GGV)
What’s driving the SuFi revolution? (Mouro Capital Team)
3 Things: D&O Insurance for Crypto, Living Wall Kits, Progressive Profiling for B2C (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
The Marketplace 100: 2022 (Olivia Moore & Brandon Barros, A16Z)
The SaaSacre of 2022 (Janelle Teng, VC @ Bessemer)
Make Cents: The Universe of Fintech Infrastructure (Medha Agarwal, Partner @ Redpoint)
Why China’s Version of Email Marketing Is So Effective (Connie Chan, GP @ A16Z)
The Race to Net Zero in Europe: Shining Light on Solar Tech (Sabina Wizander & Iris Hendriks, Creandum)
Decentralized Speed: Advances in Zero Knowledge Proofs (Elena Burger, Partner @ A16Z)
Is The Future of Crypto Power Law Driven? (Michael Dempsey)
Guides, Case Studies, and Best Practices for Operating
16 Things to Know About Raising Debt for Startups (Nathan Yoon and Melissa Wasser, A16Z)
Board members are good, actually. (Amanda Herson, VC @ Founder Collective)
7 Secrets to Form a Great Customer Advisory Board (Whit Bouck, MD @ Insight)
Can you spend $50 and make a customer for life? (David Frankel, GP @ Founder Collective)
Additional Reads
Heresy (Paul Graham, Founder @ Y Combinator)
The Talent Vortex: Mafias and Magnets (Kyle Harrison, ex-Index)
The Founder and Investor Trust Problem (Charlie O'Donnell, GP @ Brooklyn Bridge Ventures)
Productizing Venture (Erik Torenberg, Partner @ Village Global)
Keep Your Personal Burn Rate Low To Maximize Your Options (Hunter Walk, GP @ Homebrew)
Staying Put (Morgan Housel, Partner @ Collaborative Fund)
Removing Bottlenecks to Starting Companies (Erik Torenberg, Partner @ Village Global)
Did we miss something?
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