VC Theses #74 | Low-Code Thesis, Enabling Ecommerce, Funding Shifts & more
VC Theses #74 | Low-Code Thesis, Enabling Ecommerce, Funding Shifts & more
May 1st–7th | Insights from Madrona, A16Z, CoVenture, Redpoint, Homebrew 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 Progress of Low-Code/No-Code and an Update to our Thesis (Aseem Datar, Partner @ Madrona)
Why the Time Is Right to Disrupt Defense and Aerospace (A16Z Team)
Web3 Things: Student Debt Yield Farms, TaskRabbit DAO, Security Deposit Escrow (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
What is Going On in the AMZN TPS Ecosystem Right Now? (Ali Hamed, GP @ CoVenture)
Fulfilling promise: how tech solutions are enabling ecommerce (Manuel Martínez & Alexander Leichter, Mouro Capital)
7 Essential Ingredients of a Metaverse (A16Z Crypto Team)
Cracking the code: Meet the companies defining the future of developer software (Shamillah Bankiya & Virginia Pozzato, Dawn Capital)
Tokengated Commerce (Alex Danco & Packy McCormick, Not Boring)
Guides, Case Studies, and Best Practices for Operating
Product-Market Fit in Different Capital Environments (Tomasz Tunguz, MD @ Redpoint)
Inventing product-led growth (Kyle Poyar, Partner @ OpenView)
Average Seller vs. Great Seller (Mike Marg, Partner @ Craft)
Most Startups Add Independent Board Members Too Late To Make A Real Difference. Here’s Why. (Hunter Walk, GP @ Homebrew)
Should You Take Money from Investors Who Don't Share Your Values? (Charlie O'Donnell, GP @ Brooklyn Bridge)
Additional Reads
5 Key Data Points about the Early Venture Market in Q1 2022 (Tomasz Tunguz, MD @ Redpoint)
Funding Simply Shifts the Bottleneck (Nnamdi Iregbulem, Partner @ Lightspeed)
IRR is a vanity metric — VC Adventure (Seth Levine, GP @ Foundry Group)
Cash—Kingmaker or Killer? (Kyle Harrison, ex-Principal @ Index)
Did we miss something?
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