VC Theses #72 | LatAm on the Rise, Biodiversity, Food as Medicine & more

April 17th–23rd | Insights from NFX, Eniac, Compound, Footwork, 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.

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Investment Themes, Theses, & Outlooks

• Why LatAm Is On The Rise (Pete Flint & Anna Piñol, NFX) 

• Biodiversity: the Next Frontier (Kristin McDonald, VC @ Eniac)

• Food as Medicine: Targeted Nutrient Deprivation (TND) Therapy for Cancer (Nicole Ruiz, VC @ Compound)

• Why developers are still the biggest opportunity in software — key trends you need to know (Shamillah Bankiya & Virginia Pozzato, Dawn Capital)

• Enterprise Software: Next-Generation Authorization Startups (Manan Modi, Angel Squad @ Hustle Fund)

Industry Developments & Analyses

• Rise of the Next-Gen CFO: The Evolution of Finance’s Role and Tech Stack (Jane Lee, VP @ Sapphire)

• Are crypto returns less power law driven moving forward? (Michael Dempsey, VC @ Compound)

• Mad Realities and the Rise of User-Owned Content (Rex Woodbury, Partner @ Index)

• Cloudy with a Chance of Downtime (Robby, VC @ Cowboy)

• The Apparent Lack of Innovation in web3 (Abhishek Maran, VC @ Folklore Ventures)

Guides, Case Studies, and Best Practices for Operating

• Managing Your Mental Health While Running a Startup (Frederic Kerrest, Co-Founder of Okta)

• Founder Playbook: The Dos & Don’ts of VC Pitching 2022 (Alpaca VC Team)

• Will It Scale? Applying Data, Science, and Economics to the Art of Ideas (John List & Derrick Harris for A16Z)

• 3 Proven Community Strategies to Grow Open Source Businesses (Priyanka Somrah, VC @ Work-Bench)

• Fast: An Autopsy (Kevin LaBuz, Head of IR @ 1stDibs)

• 9 Smart Ways to Apply PLG Concepts to Your Sales-Led Software Business (Bill Binch, Partner @ Battery)

• Your guide to Webflow’s $4B PLG engine (Kyle Poyar, Partner @ OpenView)

Additional Reads

• Employee-VC Alignment (Nikhil Basu Trivedi, GP @ Footwork)

• Anon-first world (Jordan Cooper, GP @ Pace Capital)

• The Invisible Hand's Visible Swarm (Packy McCormick, GP @ Not Boring)

• Software ate the world. It will eat venture capital too. (Electric Capital Team)

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