VC Theses #89 | Inflation Reduction Act Impacts, Fundraising in 2022, & more
Aug 15th–21st | Insights from OMERS, SignalFire, G2VP, Redpoint, A16Z, 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
Telehealth: “Should I Stay or Should I Go…?” (Marissa Moore, VC @ OMERS)
AI Media Company, ZoomInfo for Founders/Investors, Peer Group SaaS (Elaine Zelby, Partner @ SignalFire)
Industry Developments & Analyses
Make Cents: A Fintech Market Map (Medha Agarwal, Partner @ Redpoint)
Status Traps: Learning from Web2 Social Networks (Sriram Krishnan, GP @ A16Z)
The Product-Led Growth Market Map (Sam Richard, VP @ OpenView)
Tech Companies Know How to Make Money in Hollywood (Rebecca Mulberg & Gene Munster, Loup)
Consumer Fintech Returns to the Trend Line (A16Z Team)
Guides, Case Studies, and Best Practices for Operating
The Centaur Report (Janelle Teng, VC @ Bessemer)
The WFH FAQ: SignalFire’s Remote Hiring Guide For Startups (Heather Doshay & Josh Constine, SignalFire)
Cardlytics – The Largest Advertising Platform You’ve Never Heard Of (Richard Chu, VC @ Saga Partners)
The Strategic Approach to Building a Board(Jeff Stump & Shannon Barbour, A16Z)
Fundraising in 2022: Where We Are & Where We're Going (Tomasz Tunguz, MD @ Redpoint)
Five Lessons from History (Morgan Housel, Partner @ Collaborative Fund)
The Low Energy Trap (Albert Wenger, GP @ USV)
The art of the #dopepass (Nihal Mehta, GP @ Eniac)
The Rise of The Cash Man (Kyle Harrison, GP @ Contrary)
The Pyramid of the Flexible Mind (Doug Clinton, MP @ Loup)
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.
We’d really appreciate it if you shared it with a friend who would find it valuable.
Did someone send you this email? Subscribe below.