VC Theses #80 | Investing with PEACE, Net-Zero Future, & more

June 12–19th | Insights from Greylock, Menlo Ventures, Lightspeed, Sequoia, 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.

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Investment Themes, Theses, & Outlooks

• Investing With PEACE in Mind (Meera Clark, Principal @ Redpoint)

• Opportunities in Data Versioning (Ripple Ventures Team)

• The Opportunity for Early-Stage Cybersecurity Companies (Katie Keller & Derek Xiao, Menlo Ventures)

• The Future of Crypto Native Consumer Products, Part 2: Messaging (Mercedes Bent, Partner @ Lightspeed)

• Supply/Demand Imbalance Tracker, Move Concierge, Shark Tank for Food (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• The Net-Zero Future: How We’re Getting There (JP Sanday, Partner @ Menlo)

• Virtual care has its gaps - it’s time we talked about it (Christina Farr, Principal @ OMERS)

• As a spike in bad loans looms, are debt collection technologies stuck in the past? (Mouro Capital Team)

• The Cost of Paper Checks (Jackson Bubala, Sr. Associate @ Motivate)

• Notes From a Bear Market (Crypto Edition) (Michael Dempsey, GP @ Compound)

• Cloud Infrastructure Part II: DevOps + Observability (Sai Senthilkumar, Principal @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

• Adapting to Endure (Sequoia Capital Team)

• Raising A Down Round: Anti-Dilution Isn’t as Bad as Going Out of Business (Paul Martino, GP @ Bullpen)

• Building a Product Engine (Kyle Harrison, GP @ Contrary)

• Venture Debt 101: Navigating the Fundraising Process (Sam Johnson & Vinnie McSweeney, OpenView)

• If it isn't going to work, just shut it down. (Yoni Rechtman, Principal @ Slow)

• Successful Companies and Creating New Job Categories (Tanay Jaipuria, PM @ Instagram)

• All About Acquihires (Peter Blackwood & Tina Ferguson, A16Z)

Additional Reads

• What startup will you build? Identifying market white space (David Teten, GP @ Versatile)

• The Partnership (Fred Wilson, GP @ USV)

• Deal Velocity (David Beisel, GP @ NextView)

• Welcome to the Internet: Millennial & Gen Z Ennui (Rex Woodbury, Partner @ Index)

• Earning the Right to be Contrarian (Ali Hamed, GP @ Crossbeam)

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Did we miss something?

We’re now pulling posts from over 650 Medium writers, Substack newsletters, and blogs (full list here). Let us know if you notice someone we’re missing and we'll include their content starting with our next digest! Just respond to this email with their URL if that’s the case.

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