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VC Theses #79 | Death to DTC, Down Rounds, Secondaries, & more
June 4–11th | Insights from Equal Ventures, Alpaca VC, Balderton, A16Z, Upfront, and more
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
Death to DTC? Enabling the future of cross-channel commerce (Rick Zullo & Chelsea Zhang, Equal Ventures)
Where Does Opportunity Lie in the Global Supply Supply Chain? (Alpaca VC Team)
Industry Developments & Analyses
Top 10 Insights from the 2022 Startup Sentiment Survey (Tomasz Tunguz, MD @ Redpoint)
Reports of insurtech’s death are greatly exaggerated… (Rob Moffat, Partner @ Balderton)
The Cloud Killed Infrastructure, Long Live Infrastructure! (Martin Casado, GP @ A16Z)
The ____ Economy (D'Arcy Coolican, Partner @ A16Z)
The Evolution of The Subscription Business Model (Ben Futoriansky, Investor @ Cobalt Capital)
Guides, Case Studies, and Best Practices for Operating
Down Rounds: Deal With Reality (Brad Feld, GP @ Foundry Group)
Slippery when wet: Secondary sales (Tilman Langer, GC @ Point Nine)
Scaling from $1 to $10 million ARR (Bessemer Ventures Team)
Is the price really right? (Kara Nortman, Partner @ Upfront)
How to do a reference call? (D'Arcy Coolican, Partner @ A16Z)
Predictably Unpredictable: Navigating the Volatility of Transactional Revenue (Medha Agarwal & Emily Man, Redpoint)
Your Three (or Less) Jobs in Venture Capital (David Beisel, Partner at NextView)
Web3 Reading List (Dez Fleming, VC @ FirstMark)
The Three Ways VCs Come to an Investment Decision (David Paul, MP @ DWP Capital)
Once In A Lifetime (Morgan Housel, Partner @ Collaborative Fund)
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