VC Theses #87 | Future of Mobility, Healthcare, Frontier Tech, & more

Aug 1–7th | Insights from Alpaca, Loup, Compound, Redpoint, OpenView, 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

• Future of Mobility — EV and Parking Tech Field Study (Alpaca VC Team)

• The Future of Healthcare According to Big Tech (Gene Munster & Rebecca Mulberg, Loup Ventures)

• Frontier Tech Developments (Nicole Ruiz, VC @ Compound)

• HelloFresh for Instant Pot, Next Gen TIGER 21, No More "See a Demo" Forms (Elaine Zelby, Partner @ SignalFire)

Industry Developments & Analyses

• Reflections on the Consumer Correction: A July Jump (Meera Clark, Principal @ Redpoint)

• Ecommerce Is Slowing But Consumer Spending Is Still Strong (For Now)(Damir Becirovic, Partner @ Index)

• Can Medicare Save the InsurTech Market? (TX Zhuo & James Shecter, Fika Ventures)

• New Approaches To the Old-School Relational Database (Kaitlyn Henry & Sam Broner, OpenView)

• Predictably Unpredictable (Part II): Is Fintech Really Dead? (Medha Agarwal, Partner @ Redpoint)

Guides, Case Studies, and Best Practices for Operating

• Introducing the 2022 Post-Sales GTM Report (Insight Partners)

• Trial and Error, Part 1 (Jerry Neumann, GP @ Neu VC)

• Successful Software Startups Generate 10x the Value of Total Venture Dollars Raised (Tomasz Tunguz, MD @ Redpoint)

• Fundraising in a new environment, then and now (Minn Kim, Partner @ On Deck)

• 7 Bits of practical advice for startups growing in a resource-constrained environment (Amanda Herson, Principal @ Founder Collective)

Additional Reads

• The Seven Heavenly Virtues of Consumer Technology (Rex Woodbury, Partner @ Index)

• Reality Catches Up (Morgan Housel, Partner @ Collaborative Fund)

• Default Optimism (Dez Fleming, VC @ FirstMark)

• Power to the Immigrant (Ben Futoriansky, VC @ Cobalt)

• The Tales of Their Usefulness Have Been Greatly Exaggerated (Kyle Harrison, GP @ Contrary)

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