VC Theses #86 | The State of NLP, How Web3 Must Evolve & more
VC Theses #86 | The State of NLP, How Web3 Must Evolve & more
July 24–31 | Insights from Canaan, Benchmark, Emergence, Index, 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
The State of NLP (Nandu Anilal, VC @ Canaan)
Event-Driven Systems: The Next Wave of Customer Engagement (Wenz Xing & Joe Floyd, Emergence Capital)
Current Trends in Digital Health (Maresa Buttlar, VC @ Earlybird)
Industry Developments & Analyses
How Web3 needs to evolve to discover use cases beyond speculation (Sarah Tavel, GP @ Benchmark)
What the Merge Means for Ethereum (Danny Ryan & Jeff Benson, A16Z Future)
Private Equity Exits in Climate Tech and Critical Infrastructure (Kevin Stevens, Partner @ Energize)
The Seven Deadly Sins of Consumer Technology (Rex Woodbury, Partner @ Index)
The Commerce World Is Grappling With Uncertainty (Damir Becirovic, Partner @ Index Ventures)
Guides, Case Studies, and Best Practices for Operating
How Much Should You Expect Your Startup to Slow in 2022? (Tomasz Tunguz, MD @ Redpoint)
What does it take to raise capital, in SaaS, in 2022? (Christoph Janz, Partner @ Point Nine)
The Pre-Board Board: How to Create Accountability Before You Give Away a Board Seat (Charlie O'Donnell, GP @ Brooklyn Bridge)
Three Startup Pitch Deck Mistakes That Are Red Flags For Venture Investors (Hunter Walk, GP @ Homebrew)
Spell. It. Out. (Leo Polovets, GP @ Susa)
Additional Reads
The best thing for your VC career (Yoni Rechtman, Principal @ Slow)
Amplified Tribalism (Packy McCormick, GP @ Not Boring)
Get Rich or Die Tryin' (Michael Dempsey, GP @ Compound)
Time-to-Utility and Jobs to be Done (Tanay Jaipuria, ex-RDV)
Remote, Hybrid, or In-Person? (Fred Wilson, GP @ USV)
Stay Hungry (David Beisel, GP @ NextView)
Tails, You Win (Morgan Housel, Partner @ Collaborative Fund)
The Storytelling of Investing (Kyle Harrison, GP @ Contrary)
Did we miss something?
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